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Is AI destroying SaaS?

Summary by City AM
In a world where generative AI can increasingly do the work, what will happen to Saas, asks Shamillah Bankyia The pricing of public software has undergone a drastic repricing. Over the last few weeks, investors have dumped a trillion in value across multiple software names and sectors, and begun to reckon with a more uncomfortable idea: the terminal value of classic software as a service (SaaS) might look radically different in a world where gen…
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Dr. Rich Swier broke the news in on Tuesday, March 10, 2026.
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