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AI: Extinction or Evolution? The Opportunity for Workflow Software & Vertical SaaS

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Most people are saying that AI will be an extinction-level event for software companies. This is only sort-of true. Companies can survive this trend, but it will require a challenging evolution. Many will not make it, while some will emerge more powerful and more profitable than ever. By Tidemark Special thanks to Mike Murchison, CEO of Ada, and Karen Peacock, former CEO of Intercom, for their contributions to this piece! ‍ Most people are saying that AI will be an extinction-level event for software companies. This is only sort-of true. Companies can survive this trend, but it will require a challenging evolution. Many will not make it, while some will emerge more powerful and more profitable than ever. Today we will propose our thesis on what effect AI will have. This is informed by countless company discussions, and two separate meetups we hosted with 25+ late-stage software companies we respect. Some of this is almost certainly wrong, but putting this into the public eye is meant t

Exploring Opportunities for Workflow Software & Vertical Saas | Tidemark Latest Access Our 2025 Benchmark Report Download it now Join Us Collective Live Returns Oct 21-22 Apply Now tidemark tidemark Foundation VSKP On this page AI: Extinction or Evolution? The Opportunity for Workflow Software & Vertical SaaS author Tidemark share ARticle Special thanks to Mike Murchison , CEO of Ada, and Karen Peacock , former CEO of Intercom, for their contributions to this piece! ‍ Most people are saying that AI will be an extinction-level event for software companies. This is only sort-of true. Companies c

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