Startup · 23 Mei
The Great SaaS Valuation Reset: What the 40% Multiple Collapse Teaches About AI-Era Strategy
How AI disruption rewrote the SaaS playbook and which strategic pivots separate survivors from casualties
- SaaS valuations collapsed 40% as AI agents disrupted traditional human-workflow software categories
- Companies building agent-native experiences and proprietary data moats outperformed interface-focused competitors
- Strategic pivots should focus on becoming infrastructure for AI agents rather than competing against them