AI-Driven SaaS Thrives While Legacy Software Dies: The Great B2B Split

AI-Driven SaaS Thrives While Legacy Software Dies: The Great B2B Split

5h ago
SaaStr ARMARM Gtm_strategy New

The Gist

  • Total software spend grows 15% in 2026, fastest in a decade
  • Public software trades at S&P 500 discount for first time ever
  • AI-powered SaaS accelerates while legacy software collapses
  • Gap between AI-native and traditional vendors widens every quarter

RevBots.ai View:

The ARM model proves essential as AI-native SaaS separates from legacy software clinging to outdated playbooks.

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