TLDR Product · OPINIONS & TUTORIALS

TAKING STOCK OF THE SAASPOCALYPSE

foundationcapital.com5 min read

Summary from the TLDR Product newsletter

The SaaS selloff reflects a belief that AI is breaking seat-based pricing and eroding point-solution moats. Software will keep growing, but value will shift to AI-native, outcome-driven layers that capture context and orchestrate work across systems.