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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click below to listen or on this link: https://podcasters.spotify.com/pod/show/montaka
The SaaS Apocalypse
We tackle the recent market panic head-on. With software stocks experiencing a dramatic sell-off over AI agent fears, we examine whether the “SaaS apocalypse” narrative holds up to scrutiny.
Join Montaka’s Director of Research Amit Nath, Senior Analyst Lachlan Mackay, and Portfolio Manager Andrew Macken as they dissect the market’s assumption that AI agents will replace traditional enterprise software. Through a candid internal research discussion, we explore:
🔍 Why scale distribution—not code—is the real competitive advantage🔒 The overlooked security risks of unconstrained AI agents⚡ The massive power and compute constraints limiting AI agent deployment📊 Why enterprise customers won’t hand over the keys to a single AI provider⏱️ The lengthy implementation timelines that make rapid disruption unlikely
Our conclusion? The market has significantly oversold quality enterprise software companies including ServiceNow, Salesforce, Microsoft, MongoDB, and others. This represents a substantial price-to-value divergence that we believe will correct.
If you’re an investor trying to separate AI hype from reality, this episode is essential listening.
