On this March 2026 episode, Bear and Drowsy host Motley Fool Senior Analyst Tim Beyers for a discussion on how resilient or not Software as a Service (SaaS) companies are as the AI wave crests. Tim walks Drowsy and Bear through the levels of disruption for various SaaS companies. Drowsy and Bear "hire" Tim as the pod's new CFO. We wrap up talking about some stocks on our SaaS radar.
A must listen episode for tech investors and understanding the early days of AI disruption.
Stock Mentioned: CRWD, MNDY, CRM, TOST, FIG, TEAM, ADBE, NOW, and More.
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