Bloomberg Technology
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Which Software Companies Will Survive the SaaSpocalypse?
Posted
February 19, 2026
Views
4,211
Likes
62
Engagement
1.47%
February 19, 2026
4,211
62
1.47%
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1:30Now PlayingMounting fears that AI could upend the traditional software business model have triggered a broad selloff across the sector — causing a "SaaSpocalypse."
Jared Sleeper, a partner at Avenir, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what types of companies have the best chance of surviving the AI disruption and how investors are dealing with the changing landscape.
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