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Goodhart Partners

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2026-05-11

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  1. 2026-05-11 / MARKETSGoodhart Partners: AI, SaaS, and the Mispricing of Durability — Selective Unbundling, Not Blanket DestructionInvestment firm Goodhart Partners argues the $2T+ SaaS selloff represents systematic mispricing of durability: markets treat all software companies as equally threatened by AI when actual risk is highly differentiated. The thesis: disruption means selective unbundling where commoditized point solutions face replacement, while platforms with deep data moats, network effects, and regulatory compliance emerge stronger. This is the counter-narrative to the SaaSpocalypse — LLMs will not replace mature enterprise workflows out of the box, and the most likely outcome is bifurcation, not blanket destruction.
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