The Shift

$2 trillion erased. Here’s the evidence.

Market evidence and analysis of the SaaS-to-AI transition. $2 trillion in software value erased. 35% of enterprises already replacing tools. The data behind the disruption.

3 articles

The SaaSpocalypse: $2 Trillion in SaaS Value Erased — The Evidence, the Shifts, and What to Do Next

$2 trillion in SaaS value erased. 35% of enterprises replacing their tools. AI agents killing per-seat pricing. The shift from legacy SaaS to AI-native infrastructure is here — and the evidence is overwhelming.

Apr 13, 2026 · 14 min read

Article The Shift

Your AI Vendor Is Your Next Lock-In Problem

AI lock-in is coming from two directions: SaaS vendors bolting on AI, and AI companies building the next generation of platform dependency.

April 9, 2026 · 13 min read

Article The Shift

Your CMS Is a SaaS Product Too — and It's the Next One to Replace

The SaaSpocalypse isn't just about CRM and productivity tools. Your CMS — HubSpot, WordPress.com, Webflow — runs on the same broken model. Here's why it's the next platform to go.

March 10, 2026 · 8 min read

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