May 26, 2026
Why AI Isn’t Killing SaaS Yet
Here's something that might surprise you — AI isn’t sweeping away SaaS companies as many predicted. According to content+a16zpodcast@a16z.com, Jack Farley and Max Wiethe, the real story is more nuanced. They speak with Ara Kharazian, Lead Economist at Ramp, who highlights that business spending data shows AI adoption is steady but not disruptive — yet. The ‘SaaSpocalypse’ myth is overblown; companies are strategically deploying AI tools rather than abandoning traditional software. What’s more, as Ara points out, firms like Anthropic are gaining ground over OpenAI in Ramp’s AI Index, and token-based pricing models are reshaping how products are bought. So, the thing is — AI-driven productivity gains are happening, but they’re incremental, not annihilative. The key takeaway? Legacy software companies might be more resilient than people think because AI is becoming a tool for smarter, not necessarily faster, growth. The takeaway is simple: the real advantage now lies in how quickly companies learn and adapt, not just in the tech itself.