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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Nicolas Bustamante / @nicbstme : How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is stru...

28 November 2025

Nexperia warns customers face impending production halts and urges its Chinese unit to reengage, says it hadn't got "any meaningful response" despite outreach (Sarah Jacob/Bloomberg)

Sarah Jacob / Bloomberg:
Nexperia warns customers face impending production halts and urges its Chinese unit to reengage, says it hadn't got “any meaningful response” despite outreach  —  Nexperia warned that customers across industries are facing impending production halts, while calling on its Chinese unit …

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