Speculative · Worldview & Futurism · X (Twitter) Article
Apple, SaaS, and the 18-Month Window
Attributed to Naval Ravikant (via secondary commentary) · 2026
"A secondary commentary claims Naval Ravikant argued on a podcast that pure software has become uninvestable as AI commoditizes the interface layer — and that SaaS founders have roughly 18 months to build a defensible moat (distribution, network effects, data flywheels, or hardware) before their valuations compress."
This node summarizes a claim, not a primary source: the specific podcast episode where Naval reportedly said this could not be located or verified directly.
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