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  5. CSU: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses? [Constellation Software Inc.]

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Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.
Asked by Michael on August 19, 2025
5i Research Answer:
We think the sentiment shift is possible, and might be occurring now as we are seeing some...
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