""AI makes software easier to build and replace, but it makes the underlying infrastructure more essential. The 'intelligence' of an AI agent is only as good as its connection to the real world." - David Morken, CEO of Bandwidth."
""Generally speaking, the infrastructure names are going to have a better time of it." - Pat Walravens, analyst at Citizens."
""No one went bankrupt. Eventually, they got acquired or got rolled into something else." - Pat Walravens, reflecting on the fate of early 2000s software companies."
""Twilio has always operated at the infrastructure layer, and that is becoming more essential as AI evolves." - Inbal Shani, Chief Product Officer of Twilio."
AI is poised to disrupt the software-as-a-service (SaaS) industry, similar to how SaaS transformed older software companies. Analyst Pat Walravens predicts that two-thirds of current SaaS companies may not survive the AI era, drawing parallels to the decline of top software firms from the early 2000s. Infrastructure-focused companies, like Twilio and Bandwidth, are expected to fare better as AI enhances the importance of underlying infrastructure for software development and functionality.
Read at www.businessinsider.com
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