ITPM Flash Ep100 AI Resilience: Blue-Collar SaaS $TTAN
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ITPM Flash Ep100 AI Resilience: Blue-Collar SaaS $TTAN
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About this listen
ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!
The market is selling SaaS indiscriminately — and AI fear is driving the narrative.
In this episode of ITPM Flash, Dieter breaks down why not all SaaS is exposed to AI in the same way, and how the current selloff is confusing white-collar software with software built for the physical economy.
He focuses on ServiceTitan, a SaaS platform serving the trades industry, and explains why its customers can't simply replace it with AI agents or in-house tools. When software is embedded in dispatch, payroll, inventory, and payments, switching isn't trivial — and AI doesn't change that.
The result? A business with high switching costs, sticky demand, and a long growth runway that's being sold off alongside far more vulnerable SaaS models.