SaaSpocalypse Now: Picking Up The Pieces with RBC's Rishi Jaluria

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 5 February 2026

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan hosts Rishi Jaluria from RBC Capital on the 'Okay, Computer' podcast, discussing the recent downturn in software stocks amid a contrasting performance in the semiconductor sector. Rishi attributes the decline to the rise of AI and its transformative impact on software companies. The conversation covers the uncertain future of enterprise software, with examples like Salesforce and Oracle experiencing significant drops. They explore how AI adoption could drive margin expansion across various industries, including retail and oil and gas. Finally, the potential of companies like Microsoft and HubSpot to leverage AI for growth is considered, along with the future role of AI leaders OpenAI, Anthropic, and Google in shaping the tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	When will M&A activity pick up? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.2	a podcast from RBC Capital Markets, to get insights on these questions and more. Explore the trends in
0:14.0	market forces impacting deal flow and find out how companies, investors are shifting their strategies
0:19.3	to drive growth and unlock value.
0:21.7	Listen and subscribe to Strategic Alternatives Today, available wherever you get your podcasts.
0:27.7	Guy, I'm sure you're already up to speed on all things current.
0:31.1	Of course I am.
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1:17.4	For full terms and conditions, visit current.com or call 888-851-1172 for more information.
1:25.5	All right, welcome to OK Computer. I am Dan Nathan.
1:27.9	That is Rishi Joluria.
1:29.5	You are managing director, head of software research at RBC Capital, and my friend, Rishi, thanks for being back on the podcast.
1:36.4	Thanks so much.
1:36.9	Always a pleasure to be with you, Dan.
	...

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