RDLTR

Short for Read Later. Save links from any browser or phone. Click to save, read to clear. The full tour

One line. Many voicesSeek and you shall find

davefriedman.substack.com faviconThe SaaS Selloff: AI and Interest Rates - by Dave Friedman

kept by

Higher interest rates compress SaaS multiples while AI attacks seat-based pricing and fixed-cost margins, forcing a business model rewrite.