Value shifts from software to data: SaaS firms may really be data companies
FinanceYF5 · x · 2026-10-16
Items 8-9 of FinanceYF5's thread:
- Value may shift from software to data: if software can be rebuilt quickly, what's truly worth buying in a legacy SaaS company is years of accumulated customer data and workflows — some SaaS companies are essentially data companies. Declining SaaS used to be acquired at 2x ARR; a new metric for data value may be needed.
- Lots of traditional software may not survive the agent era, especially products that rely on users clicking across many pages.
Related event: Agent-driven software cloning surges; SaaS value shifts from code to data(4 posts)→
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