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Claude Cowork Plugin

The SaaSpocalypse Is Three Years Late: The Real Question Isn't Whether SaaS Dies, but Whether AI Can Pay Its Way | CEO Insight
2026-02-10

The SaaSpocalypse Is Three Years Late: The Real Question Isn't Whether SaaS Dies, but Whether AI Can Pay Its Way | CEO Insight

A trillion dollars in market value wiped out, and “SaaSpocalypse” is Wall Street's new buzzword. But this SaaS doomsday story is three years late. From ChatGPT replacing single-function software in 2023 to the rise of MCP and workflows in 2025, AI's disruption of SaaS has long been underway. The real threat isn't a Claude Cowork plugin; it's AI rewriting how enterprise software is priced and valued, shifting from per-seat fees to paying for workflow outcomes. Platform SaaS won't die, but can AI prove it's worth the price?

Porsche TsaiCEO
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