---
title: "凯莉·埃文斯：软件正在接受考验"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/274844016.md"
description: "软件即服务（SaaS）行业在过去十五年中蓬勃发展，但现在面临着未来可行性的不确定性。SaaS 的增长与私募股权和信贷密切相关，因为它们被稳定的订阅收入所吸引。然而，随着新冠疫情后的利率上升以及像 Claude 这样的人工智能软件的出现，这一格局受到冲击，关于哪些公司能够生存下去的问题浮出水面"
datetime: "2026-02-04T16:31:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274844016.md)
  - [en](https://longbridge.com/en/news/274844016.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274844016.md)
---

# 凯莉·埃文斯：软件正在接受考验

It's true that the world was overly flooded with "software-as-a-service" companies over the past fifteen years. The question now, is who survives. The rise of "Saas" was also intertwined with the rise of private equity and private credit. These buyers loved the predictability of subscription service revenue streams. Until the double punch of soaring interest rates post-Covid, plus the arrival of software AI like Claude, has now upended that...

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