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Home » Naval Ravikant’s AI Thesis Is Playing Out In Public Markets

Naval Ravikant’s AI Thesis Is Playing Out In Public Markets

By News RoomMarch 15, 2026No Comments1 Min Read
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The AngelList co-founder’s post inverting Marc Andreessen’s fifteen-year-old thesis arrived just weeks before Wall Street triggered what analysts are calling the SaaSpocalypse, a selloff that wiped more than a trillion dollars from enterprise software valuations.

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