The so-called 'SaaS Apocalypse' is a misdirection, distracting from AI's true disruptive power: transforming entire industries and unlocking unprecedented human ambition. We are not witnessing a bubble, but a re-imagining of value, where new moats form, power users reign supreme, and the very concept of enterprise is being rewritten by intelligent agents.
The AI revolution stands to redefine every industry, but it's creating an investment frenzy that will dwarf the dot-com era. This massive influx of capital into a rapidly evolving sector risks both unprecedented innovation and chaotic misalignment. Navigating this landscape requires understanding the true drivers of value beyond the hype: identifying the five companies poised for dominance, understanding the critical shift towards national data sets, and recognizing how open-source models challenge traditional, closed-off approaches. The future belongs to those who adapt, leveraging AI's power to solve problems from healthcare to global education, even as the market explodes around them.