The narrative flip from 'SaaS is dead' to 'AI boom for software' isn't a thesis change—it's an **admission that institutional capital got the *timing* of the repricing wrong, not the direction.** (https://www.cnbc.com/2026/06/09/orlando-bravo-saaspocalypse-over-ai-software.html) matters because it signals PE money (which prices for 5-7 year holds, not quarters) is redeploying into software again.

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