📶 SaaS isn’t dead ... long live SaaS

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Good morning 👋

I love hearing truly contrarian opinions, so I enjoyed this piece from Meritech.

Everybody is saying that SaaS is dead; they have different beliefs.

Here’s why they think that agents aren’t going to kill SaaS and they are actually going to make software companies more valuable than ever …

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Today’s highlights

• Why SaaS is here to stay

• SignalFire raises $1b

• Craft Ventures goes through layoffs

• Industry launches a massive secondaries fund