SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole

The "SaaSpocalypse"—a period of significant market cap loss for software companies—has effectively ended as firms demonstrate resilience through network effects, strong go-to-market strategies, and essential infrastructure roles. While some businesses like Chegg have faltered against LLM capabilities, others like Twilio and cybersecurity giants Palo Alto Networks and CrowdStrike thrive by integrating into the AI token path. The conversation highlights a strategic shift toward "sovereign intelligence," where companies increasingly prioritize owning their own models and data rather than relying solely on API calls. Guests including Igor Babuschkin of RiverAI, Brannin McBee of CoreWeave, Sean Cole of Prasma, and Sonya Huang of Sequoia Capital discuss the critical importance of compute demand planning, the maturation of post-training stacks, and the emergence of biological substrates for future compute efficiency.