The $939B Question: Is AI Eating SaaS or Feeding It?
SaaStr
JUNE 20, 2025
Customer Service Platforms Threat: Voice agents indistinguishable from humans handling phone-based jobs at a fraction of human cost Market size: $85 billion addressable market for business calls alone 3. But very few SaaS public companies outside of Palantir and perhaps ServiceNow are seeing any boost from AI.
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