I keep seeing the idea that SaaS is dead and AI is taking over, but the actual data seems to tell a different story. There are still SaaS companies posting consistent growth, even while the market prices them as if their best days are over.
Take $Microsoft(MSFT)$ , for example. Microsoft is far from just a legacy software company now. Its cloud business, AI infrastructure, enterprise subscriptions, and recurring revenue are all combining into a pretty powerful growth engine.
It feels like the winners of the next cycle might not be the companies trying to replace SaaS entirely, but rather the ones using AI to make their existing SaaS offerings even stronger. The market has a history of overlooking solid businesses during major technology shifts.
Comments