1 rich Libsyn https://www.libsyn.com 90 600 ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! &amp;nbsp; The market is selling SaaS indiscriminately — and AI fear is driving the narrative. &amp;nbsp; In this episode of ITPM Flash, Dieter breaks down why not all SaaS is exposed to AI in the same way, and how the current selloff is confusing white-collar software with software built for the physical economy. &amp;nbsp; He focuses on ServiceTitan, a SaaS platform serving the trades industry, and explains why its customers can’t simply replace it with AI agents or in-house tools. When software is embedded in dispatch, payroll, inventory, and payments, switching isn’t trivial — and AI doesn’t change that. &amp;nbsp; The result? A business with high switching costs, sticky demand, and a long growth runway that’s being sold off alongside far more vulnerable SaaS models. ITPM Podcast https://www.itpm.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/39848305/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/39848305