Bill Gurley on the ‘SaaSpocalypse’: Buy the Panic, Question the AI Deal Structures

As generative AI rattles public markets, venture capitalist Bill Gurley says investors confronting what some are calling a “SaaSpocalypse” should distinguish between structural impairment and cyclical fear — and pay closer attention to how AI infrastructure deals are being financed. Software-as-a-Service stocks have slid in early 2026 as investors reassess competitive durability in light of

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