Private equity built the SaaS installed base. It may also be the one that rips it out.
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Editor’s note: The following article is a commentary on some of the top trends in technology and its broader impact.
The technology to disrupt enterprise software already exists. What’s been missing is the forcing function.
A potential tie-up between artificial intelligence and private equity could be exactly that.
The Information reported Wednesday that Anthropic is in talks with firms, including Blackstone
As the artificial intelligence revolution rips through the global software industry, some see an opportunity to pick up growing…
A new AI-driven architecture is dividing the SaaS landscape into two camps. The vendors who built moats around beautiful…
Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.
Also: All the news and watercooler chat from Fortune.
The SaaSpocalypse was a collapse of software but missed the distinction of where the value lives: interface wrappers versus…
Is the software selloff a warning sign or a rare opportunity?
