#ai
309 articles · page 7 of 26
17. Investors Aren't Looking for Workflow Stickiness Anymore. They're Asking: "If an AI Agent Does This Work, Who Needs Your Software?" If You Don't Have an Answer, Your Valuation Already Does. TechCrunch
Investors now demand proprietary data, workflow control and API-first design as AI agents make many SaaS products replaceable.
16. The Era of "Growth at All Costs" Is Over. The Era of "Whoever Controls the Data Controls the Exit Multiple" Has Begun. Most Founders Are Still Playing the Old Game.
Proprietary data, not growth-at-all-costs, now decides SaaS exit multiples—control your data to win higher valuations.
15. Blackstone, KKR, and Silver Lake Aren't Competing With Each Other. They're All Buying the Same Asset - Data-Controlled Distribution - From Founders Who Don't Know What They Actually Have.
Private equity is buying the data pipelines and workflow systems that validate and distribute AI outputs—distribution, not models.
14. AI Didn't Kill SaaS. Founders Who Never Owned Their Distribution Did.
Own email lists, communities, integrations and growth loops to survive AI disruptions, cut CAC, and improve retention.
13. Between $5 Trillion and $8 Trillion in Capital Expenditures Will Flow Into AI Infrastructure by 2030. The Winners Aren't the Companies Building the Models. They're the Ones Who Own the Pipes. PwC
AI infrastructure will draw $5–8 trillion by 2030—data centers, power and cooling owners will capture the biggest gains.
12. PE Has $2 Trillion in Dry Powder and a "Deploy or Return" Mandate. Every Dollar Chasing the Same Thesis: Own the Data. Own the Distribution. Everything Else Is Leverage. FinancialContent
PE firms with $2T dry powder favor SaaS and AI companies that own proprietary data and distribution for faster, defensible growth.
11. The iShares Software ETF Is Down 23% Year-to-Date. Anthropic Launched One Product. Salesforce and Workday Are Each Down 40% in 12 Months. These Are Not Random Events. Ai2
AI agents and Anthropic's Claude Cowork sparked a massive software reprice: IGV -23%, Salesforce & Workday -40%, per-seat SaaS under threat.
9. Reddit Is Cited in 46.7% of Perplexity Answers and 21% of Google AI Answers. Your Blog Gets Zero. Here's the Mathematical Reason Why That Gap Is Going to Widen. WorkfxAI Blogs
Why AI cites Reddit far more than blogs, the engagement math behind it, and practical steps to make your blog AI-citable.
8. $4.9 Trillion in M&A in 2025. A Record. 25% of Every Deal Over $5 Billion Had an AI Theme. This Is Not a Cycle. This Is a Structural Shift in Who Controls Valuable Assets. CNBC
2025 hit a $4.9T M&A record as AI powered 25% of megadeals, shifting acquisitions to data, chips, energy and core capabilities.
7. The Private Credit Market Has $600 Billion Bet on Software Companies That AI Is Now Replacing. This Is the Quiet Crisis Nobody Is Tracking.
AI is replacing legacy SaaS, risking $600B in private-credit loans and spiking defaults, maturities, and BDC strain.
6. Steve Huffman Looked at Google and OpenAI and Said "We're Not Giving Our Data Away for Free Anymore." Every SaaS Founder Should Read That Sentence Again. TechCrunch
How SaaS founders can stop free data leakage: audit datasets, add paid APIs, enforce licenses, and turn user content into revenue.
5. Your SaaS Customers Are Generating Data Worth More Than Your ARR. You Don't Own Any of It.
Customer data can be more valuable than ARR but is limited by GDPR/CCPA; adopt privacy-first analytics, synthetic data, and clear policies.