I believe this is only the beginning. There is a large rift in SaaS right now where most companies that are not already above the 1 billion in revenue mark are suffering deeply. If they are, their growth is marginal or less then 5% in 2026.
2 trillion dollars has left that market and transferred into data center development and AI related business. Most business growth is negative due to industries shrinking, acquisitions, going internal and developing purpose built tooling with AI, and sadly, going out of business entirely.
It all feels obvious, but what people warned about with AI, is finally having it's day. My fear is after this outcome, it fails.
2 trillion dollars has left that market and transferred into data center development and AI related business. Most business growth is negative due to industries shrinking, acquisitions, going internal and developing purpose built tooling with AI, and sadly, going out of business entirely.
It all feels obvious, but what people warned about with AI, is finally having it's day. My fear is after this outcome, it fails.