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Insights · SaaS Industry

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  1. Traditional SaaS growth rates have declined every quarter since 2022, leading to a significant drop in valuations. The market now penalizes companies that are not accelerating growth.

    Impact: Founders and investors must pivot toward AI-integrated products or face obsolescence, as legacy SaaS models lose their premium valuation.

    — from SpaceX-XAI Merger, SaaS Collapse, and AI Capital Shifts · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 05, 2026