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SaaSpocalypse or Market Reset?

The real reason AI won’t save your margins

Ensolvers
Blog Edition
February 12, 2026
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Last week’s sell-off across software and SaaS stocks sparked dramatic headlines and louder predictions. AI, once seen as the ultimate growth engine, suddenly became the alleged disruptor of legacy SaaS models.

For a moment, it looked like the rules had changed overnight.

But market noise rarely tells the full story.

What we’re seeing isn’t the collapse of software—or even SaaS. It’s a reset. A correction driven by a growing realization: piling tools on top of broken systems doesn’t scale intelligence, margins, or decision-making.

AI didn’t create this problem.

It exposed it.

This piece looks past the panic to unpack what’s really happening beneath the surface—and why architecture, not AI, is once again the defining competitive advantage.

Ensolvers
Blog Edition

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