Post by Paradice Investment Management

The conversation around AI and software disruption is becoming increasingly noisy, and SaaS valuations are under pressure. While uncertainty remains, we believe the market may be overestimating the risk AI poses to many SaaS companies. AI is more likely to help businesses do more with less, rather than replace them. This highlights the enduring importance of data ownership, regulatory expertise, and customer trust. In our latest insight, we explore what AI is — and isn’t — changing in SaaS, and where we see opportunity. https://lnkd.in/gAwdV7Rg Disclaimer: This material is not intended to constitute advertising or advice and does not take into account the investment objectives, financial situation or needs of any person.