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What Is The Future For SaaS Companies In The Age Of AI?

SaaS names are being sold off like there is no tomorrow, so let's analyze two big names in the space.

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Bearded Investor
Aug 12, 2026
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If you’ve looked at your portfolio lately, you’ve probably felt the anxiety that is currently vibrating through the entire software as a service (SaaS) sector. We are living through what has been coined the SaaSpocalypse and it’s about much more than interest rates or macroeconomics.

It’s a fundamental questioning of the business model that has powered …

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