Goldman Sachs: SaaS Has a Five-Year Shelf Life — $780B Market by 2030 at 13% CAGR, But Market Hasn't Repriced

X/Twitter·medium signal

A viral post (545K views, 1,664 likes) summarizes a Goldman Sachs report warning SaaS CEOs their business model has a five-year shelf life while public markets continue pricing in old growth assumptions. Goldman projects $780B in application software by 2030 at 13% CAGR but argues AI-native replacements will capture most of that growth rather than legacy SaaS vendors. The framing 'the market hasn't repriced accordingly' is circulating widely across investor and founder communities as the clearest institutional signal yet of SaaS secular decline.