WCLD
1 tracked call · 0 long · 1 short
first called by Dwarkesh Podcast 8mo ago
SHORT8mo ago
“Software as a service, incredibly low incremental cost per user... This is why not Microsoft, but the SaaS companies have underperformed massively in the…”Dwarkesh Podcast
SaaS business models break as AI COGS soars; high-COGS per-user software companies underperform
WCLDSHORT@ $35.18
$35.35-0.49%
since call Nov 12
peak +12.0%