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SaaS is not dead; however, there is a stark bifurcation between low-growth and high-growth companies. Rippling's ability to hit $1B revenue while accelerating growth proves that high-growth SaaS still commands immense value.

Impact: Investors will likely ignore the general SaaS category and focus exclusively on companies showing AI-driven acceleration.

— from The AI M&A Surge: xAI, Anthropic and Agentic Infrastructure · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 23, 2026