PERSON DIRECTORY
Marcelo Lima
Marcelo Lima appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Investing in the SaaSpocalypse with Heller House's Marcelo Lima
Marcelo Lima calls the SaaS-pocalypse a perception panic: Claude Code increases incumbent engineers’ leverage while Salesforce, ServiceNow, Atlassian, and Adobe are priced for zero or negative growth.Governance, SOC 2, trust, sales, and liability remain enterprise moats, but improving AI, delayed Salesforce adoption, insider-buying failures, buybacks, and stock compensation keep the platform thesis unresolved.