genai / news / / Business Insider
Out of the top 20 software companies in 2000, less than half of them survived the cloud era.
Pat Walravens predicts two-thirds of leading SaaS companies may not survive the AI era.
KEY POINTS
- 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
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