Investor: SaaS Companies Must Become Relevant at the AI Layer to Escape Flat Growth
matt_slotnick · x · 2026-08-27
Investor Matt Slotnick explains why he was surprised by a stock reaction: his long-held view is that all current app-layer SaaS markets face roughly flat growth in their existing business, and to get above mid-single-digit growth they must become relevant at the AI layer. He adds that his earlier takes on the company's product and outcomes mostly still hold up.
Related event: Salesforce Earnings Spark Debate: Can AI Save SaaS Valuations(5 posts)→
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