I manage my own stock portfolio, and heard a lot about “SaaSpocalypse” recently. So I wanted to compare to the available data.

I analyzed 10,908 Reddit + Hacker News discussions spanning January 2025 through April 2026 to understand where AI is actually replacing SaaS, versus where it is making certain products more entrenched. The result was much more segment-specific than the usual “SaaS is dead” narrative.

I'm wondering how this research resonates with what people see around them. If it is useful to others, I'm motivated to keep improving it. The methodology, data, and source code are public, so if you're interested, you can reproduce the analysis.