Chargebee Blog

2026’s Real SaaS Threat Isn’t AI. It’s Business Model Debt. (opens in new tab)

What the $1T selloff actually signals, and what established SaaS companies should do before someone else does it for them. In early February 2026, roughly $1 trillion in enterprise software market value vanished in a week, and the predictions came fast. AI agents will kill SaaS. Seat-based software is dead. Enterprises will build their own […] The post 2026’s Real SaaS Threat Isn’t AI. It’s Business Model Debt. appeared first on Chargebee Blog.

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