One Thing is Clear: AI Makes a Lot of Business Software Look Awfully Expensive Today. Is Deflation Coming?
SaaStr
FEBRUARY 3, 2025
50 cents of compute for 500 dollars of value — Sam Altman (@sama) February 3, 2025 So just how much will AI remake classic B2B software? We are still learning. On the one hand, new AI-first entrants are rocketing to $10m ARR in a year. On the other hand, the classic leaders in SaaS have rebounded from 2024 lows both in terms of growth and market caps.
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