Group 1 - The core viewpoint is that SaaS software may no longer dominate the market, with AI-native companies posing a threat to traditional enterprise software business models [1] - Analysts recommend that investors protect their software-heavy portfolios by diversifying into Utilities through ETFs [1] Group 2 - The author has expertise in areas such as Exponential Age, SaaS software, and Blockchain [1]

Group 1 - The core viewpoint suggests that SaaS software may no longer dominate the market, with increasing concerns about AI-native companies potentially disrupting the business models of traditional enterprise software firms [1] - Analysts recommend that investors protect their software-heavy portfolios by diversifying into Utilities through ETFs [1] Group 2 - The author has expertise in areas such as Exponential Age, SaaS software, and Blockchain, indicating a strong background in relevant technological trends [1]

Core Insights - There is a growing concern that SaaS software may no longer dominate the market, with analysts highlighting the potential threat posed by AI-native companies to traditional enterprise software business models [1] Group 1: Industry Trends - Analysts are increasingly discussing the shift in the software landscape, suggesting that AI-native companies could disrupt established SaaS providers [1] - The recommendation for investors is to safeguard their investments in software-heavy companies due to these emerging risks [1] Group 2: Analyst Background - The analyst has a strong educational background, holding an MBA in Management and a B.S. in Finance from Manhattan College, along with credit training from New York University [1] - The analyst is recognized for expertise in areas such as the Exponential Age, SaaS software, and Blockchain [1]