AI won't kill SaaS: token-driven ARR inflection is the fastest path to diffusion
SouthernValue95 · x · 2026-09-02
SouthernValue95 pushes back on the "enterprise AI must come at SaaS's expense" framework: if every system had to be rebuilt from scratch, diffusion would be far slower than bulls expect — actually bearish. Quoting a bearish take that median public SaaS companies will fall -60% in 18 months, he highlights the contradiction in non-maxis who hold both "AI won't burn tokens replicating software rails" and "there's too much compute." His thesis: the fastest path to diffusion is a token-driven inflection in SaaS ARR, not rip-and-replace.
Related event: SaaS Isn't Dead: Token-Driven Demand Powers Growth(3 posts)→
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