@lennysan: .@danshipper: "I would buy SaaS stocks right now. SaaS stocks will be up majorly in the next couple of years."
Summary
Lenny Rachitsky shares Dan Shipper's bullish prediction on SaaS stocks and reflects on his accurate AI predictions from a year ago, including the underappreciated rise of Claude Code.
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Cached at: 05/24/26, 08:25 PM
.@danshipper: “I would buy SaaS stocks right now. SaaS stocks will be up majorly in the next couple of years.” https://t.co/Ls3ICfgekK
Lenny Rachitsky (@lennysan): Automation is a lie. CLIs are over. The SaaSpocalypse is dumb.
A year ago @danshipper came on the podcast to predict where AI was heading. He was remarkably right—including the call that everyone was sleeping on Claude Code.
Dan has a unique lens into where things are going
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