SaaS Selloff Framing: AI as a Separate Operating Model That Absorbs Workflows
X (Twitter)·medium signal
A viral market analysis thread (1,539 views, 10 likes) reframes the SaaS selloff not as a correction but as a structural operating-model shift: 'Software sells seats around workflows. AI systems try to absorb the workflow.' Once that happens, margins, talent needs, and pricing all change — positioning AI companies as fundamentally different businesses from the SaaS companies they're displacing, not just better versions of them.