AI Is Repricing SaaS — 50x PE May Never Be the Same Again
Автор: NG_Investing
Загружено: 2026-02-15
Просмотров: 18
Описание:
AI is no longer just a productivity assistant.
It is becoming a labor replacement engine.
And that changes everything.
In this episode, we break down:
• Why SaaS companies are facing structural valuation compression
• How AI is replacing white-collar productivity
• Why ARR growth is slowing across the sector
• The shift from “AI feature” to “AI workforce reduction tool”
• Real corporate examples (Shopify, OpenAI, Meta)
• Why enterprise buyers now hold pricing power
• The brutal truth about commoditized AI models
AI doesn’t kill companies overnight.
It devalues fragile business models.
If your portfolio is heavy in SaaS or AI software stocks, this discussion is critical.
Part 2 of the AI structural reset series.
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