The SaaSpocalypse Isn’t Coming For All Software. Here’s How To Tell If It’s Coming For Yours.

TL;DR AI
2 min readKey summary
A sharp selloff in SaaS stocks reflected fears that AI agents could make many software products obsolete.
The article argues spending is shifting, not disappearing: buyers still want software tied to proprietary data and critical workflows.
Seat-based tools are more exposed, while systems of record and workflow platforms may benefit from AI-driven automation.
Vendors like ServiceNow, Salesforce, CrowdStrike, and Palantir are better positioned than lightweight apps such as Notion, Asana, and Monday.com.



