GREG ISENBERG
@gregisenberg·Apr 2
This is how the $1.3 trillion SaaS apocalypse will actually play out
50% of SaaS companies will die. Not because AI killed them, but because they refused to kill parts of themselves.
The companies that can't imagine cannibalizing their own business models will disappear first.
Greg Isenberg dropped a truth bomb: AI isn’t killing SaaS, SaaS companies are killing themselves by refusing to evolve. The ones that survive will be the ones willing to blow up their old business models to build smarter ones.
Why this message hits so hard
- Great hook: “$1.3 trillion SaaS apocalypse” sparks curiosity and fear.
- Reframes the villain: AI isn’t the enemy, complacency is.
- Uses real examples: “per seat,” “per ticket,” “per contact” pricing makes it tangible.
- Paints a clear future: SaaS isn’t dying, it’s maturing.
Real-world proof
- HubSpot added AI features like ChatSpot and increased retention metrics.
- Notion and Canva integrated AI natively instead of charging extra for it.
- Shopify keeps reinventing commerce with AI-powered automation.
- Adobe integrated Firefly straight into Creative Cloud instead of letting others eat their lunch.
Analyzed by Swipebot
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