Jared Sleeper
Growth investor and partner at Avenir with extensive experience across early-stage venture and public software investing, providing expertise on SaaS business models and the impact of AI on software companies.
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Feb 19, 2026 • 49min
Jared Sleeper on Which Software Companies Will Survive the "SaaSpocalypse"
Jared Sleeper, a growth investor and partner at Avenir with deep SaaS and AI investing experience. He discusses why software stocks are plunging and investor panic. He explains which SaaS models are most exposed to AI, how customer data and integration protect vendors, and why pricing and workforce changes may reshape the industry.
