MongoDB's stock is mentioned as having crashed and then recovered significantly after Amazon released a competitive product (DocumentDB), illustrating resilience.
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Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Apr 23, 2026
The podcast features Marcelo Lima from Hellerhouse Capital discussing the "SaaS apocalypse" narrative. Lima argues that the current opportunities in the software sector are overblown and represent a generational chance to invest in top-tier companies, contrary to the prevailing negative sentiment.
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Amazon is brought up as an example of a company that has released competitive products (DocumentDB) while also operating at the infrastructure layer (AWS), which historically has not destroyed underlying businesses.
Microsoft is mentioned in the context of AI development and its potential role in the infrastructure layer, though not explicitly discussed as an investment.
SAP is discussed as a large enterprise software company whose revenue could be significantly impacted if their technology budget is reduced, highlighting the importance of their Salesforce budget and the potential disaster if their service goes down.
ServiceNow is highlighted for its AI-enabled SKU and its long-term integration of AI into products.
Atlassian is mentioned as one of the companies that has been integrating AI into its products for a while.
Salesforce is cited as an example of a top-tier software company within the context of the SaaS market discussion.
Adobe is mentioned as one of the best software companies out there, but the creator's focus is on the broader SaaS market.
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