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Which Software Companies Will Survive the SaaSpocalypse?

Posted

February 19, 2026

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Mounting 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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SaaSpocalypse Jared SleeperTracy AllowayJoe WeisenthalOdd LotsMarkets LikeBloomberg MarketsFinance VisitX Facebook Instagram Connect

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Which Software Companies Will Survive the SaaSpocalypse? · Bloomberg Television · Sentinel