$2 Trillion Wiped From SaaS, Then a Highly Uneven Rebound: Winners and Losers of 2026
AccBalanced · x · 2026-09-05
Jason Lemkin's retrospective on the "SaaSpocalypse": eight months ago the market decided AI would eat B2B software, wiping roughly $2 trillion off SaaS market cap. The group has since bounced back—but very unevenly, with clear winners, losers, and companies that barely recovered. The article breaks down who gained and who lost in 2026 so far.
Related event: SaaS Not Dead but Budgets Squeezed as Market Rebounds After $2T Wipeout(2 posts)→
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