Databricks CEO Reportedly Highlights Existential Risk to SaaS Days After IT Market Crash

The databrick CEO has reportedly given details of how artificial intelligence (AI) can shape the industry just weeks after the software and IT services-led market crash. A new built-in plug ins for Claude Cowork, an AI-powered automation tool for businesses, was announced last week’s stock sell off by Anthropic on Monday after the company said it had launched its own build-In plug-IN plug In Plug-It is available to buy. These Plug-Ins reportedly led to the company’s AI agent, which was able to control software-as-an-service (SAaS) operations without human intervention, caused a “fear of AI replacing enterprise products” among retail investors. A. Databricks CEO sees the issue differently from its own perspective on – who is also an apex analyst at The Data Brick, which has ‘no comment about it’.

Not SaaS, But SaaS Specialists At Risk

In a statement to TechCrunch, Databricks CEO Ali Ghodsi said “Although AI was not an immediate threat to SaaS companies,” the company’s chief executive told TechChruncher. data and AI firm said Tuesday it had surpassed the $5-million mark in its Q4 2025 earnings results, which showed that it crossed. 4. Billion (roughly Rs. Despite an increase of 65 percent year-on-year (YoY) revenue run-rate, 48,867 crore) revenues run–rate was not increased.

But Ghodsi reportedly claimed that the company, which provides cloud warehouse for businesses, did not notice an increase in usage of its own product even though it has become more AI. But, the Databricks CEO said that AI will be’reachingly changing’ to how SaaS products are used once natural language becomes the dominant interface.

In a way that Ghodsi believes, breaking down his perspective is that historically retrieving specific information from – for example, it requires high technical skills to retrieve certain insights from the database. All SaaS products are a database, so retrieving information is bread and butter for tech-forward companies since every product in its own right is the data of an individual. But this is where the challenge begins.

A person who asks a database question was required to write exact code in Structured Qu Language (SQL) for the query. A request from a non-coder to’special report’ or dashboard, which could take up to weeks and may require the use of. But when the interface is made of natural language, these complexity are removed. Anyone who has no knowledge of these tools can now write a prompt about what they want, and the AI agents will be able to deal with the rest.

In SaaS, Ghodsi told the publication that “the real threat is that those who are working in a particular company’s tools (for example Salesforce and SAP) may be irrelevant as process itself becomes less complicated.” Those user interfaces were also used by millions of people around the world to train them on those user Interfaces. Ghodsi said he was quoted as saying ‘That’s the biggest moat that those businesses have had and so is what they call it.

Nevertheless, he did admit that AI-native companies were better placed to provide SaaS products which are more compatible with AI agents and thus could be more useful for businesses than traditional SaAS tools.