The $939B Question: Is AI Eating SaaS or Feeding It?
SaaStr
JUNE 20, 2025
And the evidence is mounting that AI startups aren’t just complementing SaaS — they’re actively hunting traditional SaaS incumbents for lunch. Not for the most part, at least. Industry observers like Josh Bersin remain skeptical about replicating complex systems like Workday’s payroll and compliance frameworks.
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