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Bhanu Chopra

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โ€œWill AI kill SaaS?โ€ The recent SaaS stock selloff seems to suggest that AI will replace SaaS/vertical SaaS altogether. I think thatโ€™s far from reality.. AI is a utility, infrastructure service. Thisโ€ฆ | Bhanu Chopra | 25 comments

  • Bhanu Chopra
  • 10 February 2026
💻 In the tech landscape, concerns about AI replacing SaaS have emerged amid a stock selloff, but it's reminiscent of past misconceptions from 10โ€“15 years ago about cloud infrastructure. Instead, AI, much like the cloud, acts as foundational infrastructure enabling SaaS growth. With less than 10% tech adoption in travel & hospitality, AI can supercharge SaaS with innovations in pricing and distribution. Companies like RateGain are integrating AI to enhance existing systems, emphasizing AI as an accelerator, not a replacement.
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