AI is shaking software. There’s a new way to spot which companies are built to survive.

If AI really is coming for the software industry, which companies have the best chance of making it through?

This has been on my mind again this week after the gruesome acquisition of Airtable. This former SaaS startup darling was valued at more than $11 billion during the pandemic tech boom in 2021. It sells a tool for organizing work and related information. On Tuesday, it was acquired for $1.3 billion.

Later in the week, HubSpot, a major SaaS vendor, plunged after disappointing guidance. But Atlassian surged after much better results.

The SaaS sector has been pummeled this year by investors worrying whether some of these companies will even…