The $2 Trillion AI Panic: Is SaaS Really Dead?

The $2 Trillion AI Panic: Is SaaS Really Dead?

June 23, 2026 · 1h 8m · Episode 489

About this episode

Matt and Mike discuss the impact of AI on SaaS stock prices and whether AI can replace SaaS products.

Matt and Mike discuss the sudden hit that SaaS stock prices have hit in light of AI generating apps in just a few prompts. Is AI going to replace SaaS? Can it really replace all the iterations that SaaS products have been through over the years?

People in this episode

Hosts: Matt Lawrence, Mike Karan

Topics covered

Keywords

Mentioned in this episode

Organizations: SaaS, AI

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