Say goodbye to the SaaSpocalypse and hello to the RenaiSaaS

FT argues the SaaS industry is moving from 'SaaSpocalypse' fear to 'RenaiSaaS' optimism. Early AI threat narratives predicted AI would kill software subscriptions, but instead AI has spawned new SaaS categories like AI agents and vertical tools. The piece suggests traditional SaaS firms that embed AI into products—not just wrap APIs—can raise prices or improve retention. The post does not cite specific companies or data, but its core claim: AI is not the end of SaaS, but the catalyst for the next growth cycle.