Zero native SaaS investments in 18 months – and Salesforce loses 60% of its market capitalization. Is the SaaS era really over?
On this Startup Insider episode with Jan Thomas, VCs Nikolas Samios (PT1) and Fabian Heilemann (AENU) speak frankly: Why they no longer finance native SaaS companies, how 2-3 ex-Palantir engineers accomplish what used to require dozens of people, and why InfraTech is replacing PropTech as the hot topic. From containerised truck chargers to the SaaS apocalypse on the US stock exchanges, to the theory that physical AI and European industrial strengths form the perfect combination. Plus: Why the top 1% of companies account for 50% of total fundraising volume – and what that means for startups.