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The narrative around AI capital expenditure (capex) often feels monolithic: NVIDIA, hyperscalers, data centers, power demand—all bundled into a single "AI infrastructure" idea. As fellow developers, we know real-world
AI agents are fundamentally disrupting the traditional SaaS business model, leading to a "SaaSpocalypse" as companies shift from buying to building their own software. This has caused market tremors, wiped out significant value from SaaS stocks, and prompted a freeze on new SaaS IPOs, forcing the industry to adapt to new pricing models and AI-native competition.
