The Best And Worst Of Times: AI Vs. SaaS For $1 Trillion Market

Written By Barry Libert

Forbes – September 9, 2025
By Barry Libert, Contributor

Every day there are LinkedIn posts, as well as Forbes, NYT, and WSJ articles about the massive capital reallocation by customers and investors to AI from SaaS, foretelling the end of SaaS. Maybe this is right or maybe it is oversold. Who knows?

Regardless, if you are a software customer, institutional investor, or even consumer, this tidal wave of migration – from SaaS to AI - is reshaping our world. The question is: What does this mean to you if you are a SaaS leader or investor? In short, this article will answer that question, as well as how to allocate your time and money to be a winner in this emerging market battle for time and money.

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Barry Libert
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