Consultant Warns Software Industry Faces Disruption
Michelle Miller, partner at AlixPartners, says in an interview that generative AI is accelerating disruption across the software and SaaS industry and warned of risks she flagged in a study nearly a year ago. She predicts no part of enterprise software will escape unscathed, forecasts major mid‑market consolidation in 2026 with M&A rising 30–40% year‑over‑year, and cites that more than 30% of tech workflows include AI while 75% of proofs of concept may fail.
Key Points
- 1Warns generative AI is accelerating disruption across software and SaaS sectors
- 2Highlights outdated pricing, AI-driven valuation shifts, and governance gaps pressuring company fundamentals
- 3Advises mid-market vendors to adapt or face consolidation; expects M&A volume to rise 30–40%
Scoring Rationale
Credible industry analysis from a consulting partner drives score, but limited novel evidence and opinionated projections constrain impact.
Sources
Public references used for this report.
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