Markets
Fortune: AI Won't Kill SaaS — New Technologies Reshape Markets, Don't Eliminate Predecessors
Fortune AI editor Jeremy Kahn argues the SaaSpocalypse narrative misses the larger pattern: new technologies rarely eliminate predecessors outright but instead reshape markets, compress margins, and shift where value accrues. AI's ability to lower barriers to writing code could actually fuel the software industry by unleashing a new wave of companies building specialized applications without scarce, expensive talent. The contrarian thesis: AI creates more software companies, not fewer — expanding the total addressable market even as individual incumbents face compression.
Source
↳ Follow the thread