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▶ 24:47 · $STANDARD-METRICS · How AI Agents are Changing Investing
episode briefing
Joe Lonsdale

How AI Agents are Changing Investing

2026-04-17 · 1 company · 7 thematic
sentiment
1 bull0 bear0 neu
speakers
john melissinos keryazo

Former VC at Spark Capital (6 years), dropped out of Stanford PhD in material science, founded Standard Metrics to automate private market portfolio reporting for 150+ firms and 10,000+ companies.

quote
“Yeah. I think that the SaaS apocalypse, like most things, there is there's a lot about it that's correct. And there's certain things that are probably overblown. Um I think that the thing that's the most correct about the SAS apocalypse is…”
—john melissinos keryazo

episode shorts · 2

Is the SaaSpocalypse real?

How AI is changing investing

now playing · $STANDARD-METRICS
$STANDARD-METRICSbullish· high· posjohn melissinos keryazo
Standard Metrics builds network effects and data moats to defend against SaaS apocalypse
Network effects from 10,000 companies and aggregated anonymized benchmarks create defensible moats as AI lowers switching costs for traditional SaaS.