The SaaS Selloff: AI and Interest Rates
stosssik Sunday, January 18, 2026
Summary
The article discusses the recent selloff in the SaaS (Software as a Service) sector, citing rising interest rates, AI-driven disruption, and economic uncertainty as contributing factors. It analyzes the impact on various SaaS companies and explores the potential long-term implications for the industry.
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davefriedman.substack.com