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SaaS
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auto-detected in 4 stories
49 days ago
Daisy Cai of B Capital addresses the evolving landscape of software technology, saying the rise of AI agents is not an existential threat to the industry but rather a tech "restacking". She highlight…
89 days ago
Bosa/Wu: Private equity is about to eat its own software portfolio ○
Private equity built the SaaS installed base. It may also be the one that rips it out.
3 months ago
More than 50% of enterprise software could switch to AI, Mistral CEO says ⊖
Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
4 months ago
AI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? ⊖
The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market sell-off.
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