What smart people are saying about what IBM's AI warning says about SaaSpocalypse fears
THE SO WHAT
When a blue-chip vendor ties a revenue miss to AI headwinds, it hardens the narrative that generic SaaS is at risk from in-house builds and AI-native tools. If you sell horizontal software, assume customers are re-running ROI and consolidation models right now — tighten your workflow depth and AI story before procurement does it for you.
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