AI Is SaaS’s Worst Nightmare – And Industrial Tech’s Biggest Windfall
While SaaS valuations deflate under AI-native competition, a quieter AI-driven revolution is gaining momentum across manufacturing lines, distribution centers, retail floors, and critical infrastructure; anywhere operations meet the physical world. The result is going to be transformative for industrial and operational tech companies and investors, as value propositions expand, revenue and margins increase, and capital rotates out of SaaS and into these long-established but newly discovered tech industries.
