Which Software Companies Will Survive the SaaSpocalypse?
Bloomberg Technology·2026-02-19 21:27
It has been ugly in software. Everyone's throwing around the term SAS apocalypse. Every time AI does something or creates some new product, it hits a particular industry.Give us some color on the mood in software at the moment. >> Yeah, I get texted constantly from folks on the buy side just retrenching. I can't believe this is happening.Can it go lower. I keep saying that. It's the hundth time I've bought the dip.One of the things about software that's really fascinating is there's very few folks even on t ...