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868 Two-thirds of top SaaS companies won't survive the AI age, an analyst says. Here's how to tell who will win and lose.

Business Insider
Rosalie Chan @ Business Insider · 05/06/2026 05:00 EDT

Two-thirds of top SaaS companies won't survive the AI age, an analyst says. Here's how to tell who will win and lose.

AI is reshaping software, impacting firms like Twilio and Navan. Analyst Pat Walravens predicts many other companies won't survive the AI shift.

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