The $939B Question: Is AI Eating SaaS or Feeding It?
SaaStr
JUNE 20, 2025
Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks. Ready When AI Hit and Went All-In When ChatGPT launched in late 2022, most SaaS companies scrambled to add AI features. commercial deals closed in Q1 2025 vs. 70 in Q1 2024 2025 guidance : $3.89-3.90
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