Analyst Predicts Two-Thirds of Top SaaS Companies Will Fail in the AI Age

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...