Introduction From a public market perspective, the SaaSpocalypse definitely happened in 2026. Publicly traded SaaS companies saw approximately $1 trillion in market value erased during the first half of the year. Private company SaaS valuations have seen similar compression, with the lowest tiers now only trading at Enterprise Valuations at 1-2X revenue. However, all is... Continue Reading →

Introduction The SaaSpocalypse is indeed real. The rise of AI has brought a new competitor - that of a custom vibe-coded solution. Those without the right product are at significant risk of disruption. Hundreds of millions of people now use LLMs on a daily basis around the world and user taste has materially changed -... Continue Reading →