The demise of SaaS? After confidential meetings with 40 companies, Goldman Sachs declares: AI is not a zero-sum game for the SaaS industry, and the "narrative of doom" for software companies has been significantly overstated.

Goldman Sachs believes that software companies are transitioning their business models from selling functionalities and seats to offering "units of labor or productivity." This implies they will be able to tap into the labor budget market, which is significantly larger than traditional software budgets, thereby substantially expanding the total addressable market (TAM). Meanwhile, value is being redistributed from cutting-edge large model labs to the software application layer and runtime layer. This structural shift provides positive support for the long-term valuation logic of SaaS stocks.

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Fastly's Top Executive Makes a Bold Move With His Own Shares

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Fastly Insider Sold Shares Worth $720,313, According to a Recent SEC Filing

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AI panic is described as 'sentiment-driven selling,' with prominent short-seller Burry publicly turning bullish.

After enduring a prolonged 'darkest hour,' cybersecurity and enterprise software stocks, which had previously suffered significant losses due to the 'AI replacement theory,' staged a rare and remarkable comeback.

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