Corporate budgets tilt heavily toward AI providers like Anthropic, squeezing traditional SaaS contracts and triggering stock selloffs. Enterprises renegotiate deals, adopt consumption pricing, and experiment with agentic tools instead of ripping out core systems. Spending forecasts show AI claims a larger share while overall software outlays evolve. Vendors must pivot fast or lose ground.
AI has slashed software creation costs to fractions of past levels, sparking SaaSpocalypse fears after a CNBC team rebuilt Monday.com features in a weekend. Yet maintenance, ownership and inference expenses often exceed savings. Organizations must weigh full lifecycle burdens before abandoning SaaS. The reckoning favors those who plan for ongoing responsibility.
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