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Which Software Companies Will Survive the SaaSpocalypse?

February 24, 2026
in AI & Technology
Reading Time: 1 min read
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Mounting fears that AI could upend the traditional software business model have triggered a broad selloff across the sector — causing a “SaaSpocalypse.”

Jared Sleeper, a partner at Avenir, joins Tracy Alloway and Joe Weisenthal on the Odd Lots podcast to discuss what types of companies have the best chance of surviving the AI disruption and how investors are dealing with the changing landscape.
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