Hostaway has raised more than $500 million. It still hasn't acquired a single company.

Ken Weary, COO at Hostaway, believes that's not a missed opportunity—it's discipline. Instead of buying competitors, the company has spent the last decade building a single platform, staying profitable, and resisting the temptation to chase every shiny new thing.

We talked about what AI is actually changing inside SaaS companies (and what it isn't), why "SaaSpocalypse" is mostly a story about adaptation rather than extinction, how to think about third-party platform risk when your business depends on Airbnb and Booking.com, and why founder-led companies often win by acting like they still have no money.

In this episode:

Why Hostaway has never m ...