David Friedberg suggests that SaaS companies will evolve to look more like services businesses, utilizing value-based pricing rather than per-seat pricing.

“I think that a lot of what we call SAS today and a lot of what we call software today will start to get priced on a valuebased pricing model instead of a per se pricing model. And I think it starts to look a lot more like a services type business”

David Sacks argues that the prediction that AI will make SaaS companies obsolete is overstated because many SaaS products are deeply integrated systems.

“So again, I think this like very dire prediction of all SAS is dead is overstated.”

Brad Gerstner maintains that the market devaluation of software companies reflects a shrinking future profit pool as the agentic layer captures more value.

“the argument they are making which is causing radical um devaluation of these companies is that the profit pool available to software is decreasing and the profit pool available to the agentic layer is increasing.”

Ranjan Roy suggests that the market projections for AI companies are overblown and that these companies have not yet proven the fundamental economics of their business models.

“I think on two levels one like the business models have not actually been proven out in any kind of meaning the economics of like every single query no one really understands are we going to actually understand it”