SaaS Not Dead but Budgets Squeezed as Market Rebounds After $2T Wipeout

SaaStr founder Jason Lemkin reviews the 2026 'SaaSpocalypse': SaaS market cap once lost about $2 trillion before rebounding with clear winners and losers. He argues SaaS is not dead, but only 20% of AI spending is net-new budget.

2026-09-05 ~ 2026-09-06 · 2 related posts

• $2 Trillion Wiped From SaaS, Then a Highly Uneven Rebound: Winners and Losers of 2026 — AccBalanced · 2026-09-05
• SaaS survived, but AI stole its budget: only ~20% of AI spend is net new — AccBalanced · 2026-09-06