Business Insider
US · 4 hrs ago
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Two-thirds of top SaaS companies won't survive the AI age, an analyst says. Here's how to tell who will win and lose.
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Right-leaning ✗ Clickbait
An analyst argues that two-thirds of top SaaS companies face existential threats from AI transformation, while infrastructure companies and AI-native firms may be better positioned to survive the disruption.
Two-thirds of top SaaS companies won't survive the AI age, an analyst says. Here's how to tell who will win and lose.
Ariel Cohen, CEO of Navan.
IMF
AI is transforming software-as-a-service, just as SaaS disrupted traditional software companies.
Infrastructure companies like Twilio can thrive as AI transforms call centers and communication.
AI-native SaaS firms face challenges, though companies like Navan have been successful so far.
The famous VC Marc Andreessen once said that software would eat the world. Now, AI is coming for software, and a lot of today's biggest SaaS companies may not survive the meal.
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