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What’s eating B2B SaaS


Analysis Time's almost up! There's only one week left to request an invite to The AI Impact Tour on June 5th. Don't miss out on this incredible opportunity to explore various methods for auditing AI models. Find out how you can attend here. On Thursday, SalesForce (CRM) released weaker than expected earnings, resulting in the biggest […]

This reporting quarter almost the entire B2B SaaS industry reduced guidance or disappointed investor expectations, including Asana (ASAN), Atlassian (TEAM), DataDog (DDOG),, Snowflake (SNOW), Twilio (TWLO), and Workday (WDAY). Year-to-date performance of B2B SaaS Credit: Koyfin “Software is eating the world”, declared venture capitalist Marc Andreessen in a 2011 op-ed article for The Wall Street Journal. Paik argues this shift may result in a fundamental rethinking of how software is built, sold, and consumed, potentially rendering existing B2B SaaS business models obsolete as the market transitions to AI agents.

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