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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 692.06-0.3%4:00 PM EST

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From: Johnny Canuck2/9/2026 5:30:07 PM
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The YouTube live stream (now available as a video) at youtube.com is titled "Will AI Kill SaaS? Not even close!" from the channel STARTUP HAKK.
It was streamed on or around February 8–9, 2026 (appears to have concluded by now), presented by Spencer from StartupHakk, who draws on 25+ years in software.
Core summary / main argument:
The talk directly challenges the popular narrative that generative AI (e.g., tools like ChatGPT/Claude) will "kill" the SaaS industry by making custom software free via prompts and eliminating the need for paid subscriptions.
Key points made:
Despite hype claiming "code is free" now, the world's leading AI companies (the ones supposedly disrupting software) still spend millions on legacy enterprise systems and traditional SaaS tools.
Software company valuations in many niches are actually rising, not collapsing — recent market corrections tied to AI fear are viewed as buying opportunities.
AI excels at generating code quickly but fails at deeper, real-world problems: compliance, security, integrations, domain-specific logic, ongoing maintenance, data privacy, and handling complex business processes.
Instead of destroying SaaS, AI supercharges it — enabling faster development, more specialized/niche solutions, and higher margins for founders who build defensible, vertical-specific software that generic AI can't replace.
The speaker argues we're entering the most profitable decade for SaaS ever, as AI lowers barriers to entry for building but increases demand for tailored, reliable, production-ready software.
The video promotes StartupHakk's services for custom AI-integrated software solutions and mentions tools like "Corp Trainer AI" for private company training data handling.
It's positioned as a contrarian, optimistic take for entrepreneurs and builders in the AI era — roughly 30–60 minutes long based on typical format, with low view count (~305 views noted) and a small engaged audience.
Overall thesis: AI is not the end of SaaS — it's the fuel for its next massive growth wave.
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