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?

SHOW: 964

SHOW TRANSCRIPT: The Cloudcast #964 Transcript

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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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