I believe GP means that as long as everyone has more money than they know what to do with, SaaS companies will more reliably find business (partly because other

I believe GP means that as long as everyone has more money than they know what to do with, SaaS companies will more reliably find business (partly because other new companies, SaaS or not, are popping up and using them). However, if the economy took a downturn, these same SaaS companies would be some of the first to bite the dust. Many modern consumer companies are able to hedge against this through the fact that they are more or less "free" and people will not outright drop them, e.g. Google, Gmail, Instagram, Facebook, Fortnite BR - they are more likely to weather a downturn. Of course, these things are not true for all consumer companies nor all SaaS companies, but you can see the rationale.