SaaS in the Age of AI: The Great Software Overhang

SaaS value is being disrupted everywhere—where are the keys to enduring software in a world of value overhang?

We talk about how early we are in AI frequently. And it’s true: from a megatrend perspective we are very very early on AI. I’ve written about it. Lots of other people have written about it and compared the AI moment kicked off by ChatGPT to the invention of the steam engine, which took decades to really unlock value.

But if we’re early in a macro sense, …