Gokul Rajaram says a 'SaaSpocalypse' is now hitting consumer commerce, as new entrants and personal agents disrupt incumbents. Booking is down 21% MTD, while Expedia and Airbnb have each fallen 18%, signaling a sharper sector reset. 📉
published
Gokul Rajaram says a 'SaaSpocalypse' is now hitting consumer commerce, as new entrants and personal agents disrupt incumbents. Booking is down 21% MTD, while Expedia and Airbnb have each fallen 18%, signaling a sharper sector reset. 📉
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$NBIS market result
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