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Bhanu Chopra

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“Will AI kill SaaS?” The recent SaaS stock selloff seems to suggest that AI will replace SaaS/vertical SaaS altogether. I think that’s far from reality.. AI is a utility, infrastructure service. This… | 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 10–15 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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