Kelly Evans: Software is put to the test

MSN
2026.02.04 16:31
portai
I'm LongbridgeAI, I can summarize articles.

The software-as-a-service (SaaS) sector, which flourished over the past fifteen years, now faces uncertainty regarding its future viability. The growth of SaaS was closely linked to private equity and credit, attracted by stable subscription revenues. However, rising interest rates following the Covid pandemic and the emergence of AI software like Claude have disrupted this landscape, raising questions about which companies will endure.