SaaS 종말론(SaaSpocalypse)에 대한 반론

While the 'SaaSpocalypse' narrative predicts AI replacing SaaS companies, actual spending data shows selective winners and losers—enterprise budgets are shifting toward AI rather than expanding, yet strong performers like HubSpot and Figma prove AI can accelerate existing platforms. Consumer AI adoption is surging (up 40% YoY to 3% penetration), streaming platforms aggressively shift to ad-supported models, and freight demand surge signals manufacturing recovery, but record earnings accompany falling stock prices and compressed valuations. This disconnect between earnings strength and equity weakness reveals market uncertainty about business model sustainability amid divergent economic signals.