Everything on SaaS Impact

55% of enterprise AI spending comes from net-new budgets rather than existing software allocations. This suggests AI is expanding the total addressable market rather than cannibalizing SaaS.

Impact: SaaS companies are currently insulated from direct revenue cannibalization, but long-term risks from agent-driven, headless software interactions remain significant.

— from Enterprise AI Spend Surges Amid Market Volatility · The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis· Nov 07, 2026