AI is both a threat to SaaS and a chance for it. Traditional SaaS industries have shaped enterprises around giving operators access to precise software tools but AI is modifying how people communicate with software. Rather than learning how to use diverse applications, operators can actually tell an AI what they want to be done and let it carry out the process.

AI can develop a much bigger market for SaaS. Rather than selling software that operaters use, industries can create AI powered systems that carry out tasks for them. Then it opens a chance in areas such as AI customer support, sales automation, advertising, education, healthcare and other operations.

The real question is which SaaS company will adapt swiftly to become the framework for the AI driven way of working.