Why Data as a Product Will Outlast SaaS in an AI Native World

The private credit world poured over $500 billion into SaaS lending over the past decade. Now AI is threatening to make traditional SaaS business models obsolete, and those loans look increasingly shaky. The companies that will create durable value in an AI native economy are selling proprietary data products. This episode makes the case for data as a product as the next defensible asset class.