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“Seat”-pocalypse not SaaSpocalypse

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The SaaSpocalypse wasn’t caused by AI, but will be perpetuated by it.

AI (OpenAI, Anthrophic, Gemini, etc) evaporating $300B in market value is vivid, compelling, serves everyone involved, and like so much hype – mostly completely wrong.

The narrative is: AI arrived. Revenue stalled. Therefore customers are buying fewer seats…

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