SaaS.
Is SaaS dead?
SaaS is not dead. The moat is. I called it in Math Man Magazine in February 2026: $5 trillion in software value exposed by 2030. AI drives the cost of building software toward zero. The Salesforce dashboards and HubSpot workflows your company pays 6 figures for: ask Claude or ChatGPT and it builds one before lunch.
Igor's predictions on SaaS
Questions about SaaS, answered
Which software companies survive the SaaS wipeout?
The ones that sell outcomes and own the data. I sit on a SaaS advisory board myself, and I asked Musk, Jensen, Benioff, and Ellison on the record in my briefing, because asking software CEOs to predict their own decline is like asking turkeys to vote for Thanksgiving. The rest sold seats to a world that stopped needing chairs.
Full answer →Is SaaS dead?
SaaS is not dead. The moat is. I called it in Math Man Magazine in February 2026: $5 trillion in software value exposed by 2030. AI drives the cost of building software toward zero. The Salesforce dashboards and HubSpot workflows your company pays 6 figures for: ask Claude or ChatGPT and it builds one before lunch.
Full answer →