SaaS companies are going to get mauled by AI over the next 12 months.


customers are now spending so much on claude code they’re cutting saas software budgets to pay for it
> they’re replacing SaaS with AI agents.
> demanding 1-3 year contracts vs. standard 5-year terms.
net-dollar retention rates have dropped 15% for trad saas (customers paying less annually) whereas anthropic’s has surged 500% for 9/10 of the fortune 10
pretty insane seeing this quick of a turnover
SAAS1.65%
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