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Databricks CEO: SaaS Isn't Dead, But AI Will Soon Make It Irrelevant

Published 2026-02-09Enterprise AI DeliveryHigh

Summary

Databricks co-founder and CEO Ali Ghodsi told TechCrunch on February 9 that while SaaS is not dead, AI will soon make it irrelevant — not by replacing the underlying data and records that SaaS systems hold, but by making their specialized user interfaces obsolete. Ghodsi's central argument is that SaaS companies built deep moats through proprietary interfaces that required years of specialist training — Salesforce experts, ServiceNow administrators, SAP consultants — and that once natural langua

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Databricks CEO: SaaS Isn't Dead, But AI Will Soon Make It Irrelevant — Intelligence — Agentic Developer Tools Radar · Signal