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Software, and the lessons of the SaaSpocalypse

privateequitywire

3 weeks ago

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Software investing was rocked at the start of this year by a selloff in firms with heavy SaaS exposure, as new Anthropic models fuelled concerns that the sector would be overrun by AI. But not all firms are abandoning the sector. Software-focused firm Lead Edge Capital believe that there remain SaaS businesses that will remain resilient in the face of AI disruption.
We sat down with Partner Brian Lobdell, who heads up the firms London office, to unpack why he thinks some of the concerns around s...

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