AI Disruption Reshapes Software Economics, Driving Mid‑Market Consolidation
TL;DR
AlixPartners' Michelle Miller argues AI-driven disruption is forcing software companies to rethink growth, pricing, governance, and data security; while many organizations pilot AI tools, most proofs-of-concept won’t reach production, and winning firms will reinvent workflows and business models, with mid-market software M&A expected to rise 30–40% year-over-year in 2026.
- She saw the AI software collapse coming almost a year ago. Here's what she expects next. Business Insider
- AI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse? CNBC
- What to Know About the Software Stock Selloff morningstar.com
- The Fall of the Nerds Noah Smith | Substack
- $300 Billion Evaporated. The SaaS -Pocalypse Has Begun. Forbes
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