# Out of the top 20 software companies in 2000, less than half of them survived the cloud era.

*genai · news · 2026-05-06 · Business Insider*

## Key points

- Pat Walravens predicts two-thirds of leading SaaS companies may not survive the AI era.
- Infrastructure SaaS companies like Twilio and Bandwidth are better positioned than application-based peers against AI disruption.
- Consumption-based pricing models are now favored over traditional seat-based ones for SaaS AI resilience.
- SaaS companies easily recreated with AI coding tools like Claude or OpenAI are at significant risk.

**Companies:** Twilio, Bandwidth, SAP, Workday, ServiceNow, Atlassian, Adobe, Navan, Asana, HubSpot

[Read the full story on Business Insider](https://www.businessinsider.com/ai-challenges-saas-giants-analyst-survive-twilio-atlassian-navan-2026-5)

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