As cloud matures, could the hyperscale cloud providers start looking to acquire SaaS providers to build out a bundled application portfolio? Or are the demands of AI investment too much to pursue that strategy?

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SHOW NOTES:

Clouded Judgement (Jamin Bell)
100 Biggest SaaS Companies

COULD THE CLOUD HYPERSCALERS START LOOKING TO ACQUIRE SAAS COMPANIES?

Do the hyperscalers start acting like Private Equity to acquire SaaS revenue streams?
Do the hyperscalers start moving from primitive providers to bundlers?
Do the hyperscalers have to make a choice between AI/CAPEX investment and SaaS investment?
Do the hyperscalers figure out a way to spin-off the AI/CAPEX portions of their business for a period of time?

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Will Cloud Providers start acquiring SaaS?

The Cloudcast