Data and Infrastructure as the Real Moats

SaaS stocks are being routed in the public markets, and onlookers are wondering whether the same applies to adtech. In essence, the thinking goes, "Can't SaaS customers just vibe-code an alternative in-house and save millions on enterprise software?" Viant co-founders Chris and Tim Vanderhook explain the thinking behind the SaaSpocalypse, whether it applies to adtech, how investors should respond, and what entrepreneurs need to do to drive, not be overcome by, innovation. Plus, Eric and Joe share an announcement.