By Alistair Barr
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Author of the Tech Memo newsletter
Six men testing a rubber life raft off Cape Fear, North Carolina.
AI is shaking software. There's a new way to spot which companies are built to survive.
Which software companies can survive the AI era? Barclays highlights the firms best positioned to weather the disruption.
TL;DRAI
Barclays found that survivors of past tech disruptions shared four traits: healthy margins, strong cash generation, low debt, and high productivity. As AI shakes the SaaS sector, financial strength and flexibility matter more than rapid growth for companies to survive.
755 words~3 min read
