The SaaSpocalypse wasn’t caused by AI, but it will be perpetuated by AI. The narrative is: AI arrived. Revenue stalled. Therefore customers are buying fewer seats because they’re implementing AI. $300B in market value evaporates. The narrative has reached the capital markets too. Last quarter, Blue Owl investors requested return of $5.4 billion across two … Continue reading "“Seat”-pocalypse not SaaSpocalypse"
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