Post by GLG

Is the SaaS-pocalypse blowing over? Or are we witnessing software's final gasps as AI uproots the market's basic foundations? It's more complicated than either narrative suggests, top GLG experts say. We asked six of the most sought-after voices on AI from our network to share their perspectives in our latest report, "The Great SaaS Reckoning," revealing the nuances decision makers can't afford to miss (link in comments). With AI and digital transformation leadership spanning Apple, Anthropic, HPE, SAP, and more, the experts agree that the traditional seat-based model is on its way out. From there, though, their outlooks diverge on downstream implications – and how investors, buyers, and vendors in the market should approach the critical next few months and subsequent years. While there's a fair debate about who will win and lose, those destined to survive the SaaS-pocalypse share one key quality: none of them are waiting for the future to come to them. Whether you're moving capital, reevaluating your enterprise SaaS contracts, or coming up with your own AI startup challenger, it's time to build a thesis – and act on it.