THE 2026 SAAS CRASH ISN'T AI KILLING SOFTWARE - IT'S BUDGET REALLOCATION

Summary from the TLDR Founders newsletter

Hyperscalers will spend $470B+ on AI infrastructure in 2026, and that money is coming straight from software budgets. The threat isn't AI replacing the product - it's AI reducing the headcount that uses the product. If 10 agents do the work of 100 reps, you don't need 100 Salesforce seats. CIOs are consolidating, not expanding. The "best of breed" era is over. This isn't the death of SaaS - it's the end of easy SaaS.