--- title: Thoma Bravo says the 'SaaSpocalypse' is over | daily.dev description: Thoma Bravo founder Orlando Bravo declared the 'SaaSpocalypse' over at SuperReturn International, citing AI as a tailwind for software companies with roughly... canonical: https://daily.dev/posts/thoma-bravo-says-the-saaspocalypse-is-over-kszky7ltr twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Thoma Bravo says the 'SaaSpocalypse' is over | daily.dev og:description: Thoma Bravo founder Orlando Bravo declared the 'SaaSpocalypse' over at SuperReturn International, citing AI as a tailwind for software companies with roughly... og:url: https://daily.dev/posts/thoma-bravo-says-the-saaspocalypse-is-over-kszky7ltr og:image: https://api.daily.dev/og/posts/KSZky7lTR.png og:image:alt: Thoma Bravo says the 'SaaSpocalypse' is over og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Thoma Bravo says the 'SaaSpocalypse' is over **[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 0 upvotes · 0 comments ## Summary Thoma Bravo founder Orlando Bravo declared the 'SaaSpocalypse' over at SuperReturn International, citing AI as a tailwind for software companies with roughly half of new portfolio revenue now coming from AI and agentic sources. However, the recovery is uneven: infrastructure and consumption-priced businesses like DigitalOcean and Datadog are surging, while seat-based SaaS companies like HubSpot and Monday.com remain deeply depressed. Snowflake's CEO pushed back on the all-clear, urging caution. Meanwhile, real costs of running AI agents are mounting — Uber capped per-engineer agentic spend at $1,500/month, and Microsoft reportedly pulled back on Claude-powered agents. The share-price panic may be over, but the deeper structural repricing of software toward usage-based and AI-native models is still playing out. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Is the SaaSpocalypse nigh? 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