Blog•Mar 27, 2026
Is Saas Dead?
The report co‑authored with Firstminute Capital argues that SaaS isn’t dying, but transforming under AI pressure. AI‑driven development cuts costs and speeds product cycles, making thin, easily replicated tools vulnerable. The new model positions SaaS as an orchestration layer atop foundation models, emphasizing defensibility through vertical depth and outcome‑based pricing. Insights from unicorn founders and investors outline where the biggest opportunities now lie and how strategies are adapting in real time.
