Access experience-based perspectives from six senior AI leaders on what's actually happening to the software market and what it means for the decisions in front of you.
Report overview: A strategic guide to navigating today's SaaS repricing
When the SaaS market took a dive in early 2026, it kicked off debates that are still playing out in front offices and boardrooms. The "SaaS-pocalypse" framing captured the moment but, several months later, it’s clear the reality is more nuanced than a total catastrophe. GLG convened we convened six of GLG's most sought-after AI experts, each with a different vantage point on the market, to map what's actually happening on the ground, including:
- Why the seat-based model is dying, and what’s replacing it
- Which SaaS categories face structural risk and which are genuinely protected
- How to assess incumbent durability, including a five-factor diagnostic for capital allocators
- The build-vs.-buy calculus as AI-assisted development makes in-house alternatives viable at scale
- Why the orchestration layer, not the UI, is the new competitive battleground
Contributing experts:
Mike Sabes — Former Head of Corporate Finance & Strategy, Anthropic
Tom Liu — Managing Partner, Ideate Capital
Jill Sweeney — Former Strategy Director of High Performance Computing and Artificial Intelligence, Hewlett Packard Enterprise
Andreas Welsch — Former CMO of Business AI & VP of Product Management and GTM, SAP
Robert Breynaert — Founder, Cloudscale Partners
David Betancourt, Ph.D., — Head of AI at DB Macro Research & Former Apple AI Scientist
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