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Odd Lots: How to Survive the SaaSpocalypse (Podcast)
Market Intelligence Analysis
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Why This Matters
The article discusses the current struggles of software companies, particularly in the SaaS industry, due to slowing growth and the rise of AI and advanced coding models, leading to concerns about the industry's survival.
Market Impact
Market impact analysis based on bearish sentiment with 90% confidence.
Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
The start of the year has been an absolutely brutal one for software companies. There’s a big fear that the rise of AI and advanced coding models will pull the rug out from this industry. But even before these AI fears, software companies were seeing their growth slow. So how does the business actually work? And more importantly, what types of companies will actually survive the “SaaSpocalypse”? (Or maybe “the CaSaaStrophe”?) On this episode, we speak with Jared Sleeper, a longtime software inve
Original article published by
Bloomberg
on February 19, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.