Two-thirds of top SaaS companies won't survive the AI age, an analyst says. Here's how to tell who will win and lose. Ariel Cohen, CEO of Navan. IMF AI is transforming software-as-a-service, just as SaaS disrupted traditional software companies. Infrastructure companies like Twilio can thrive as AI transforms call centers and communication. AI-native SaaS firms face challenges, though companies like Navan have been successful so far. The famous VC Marc Andreessen once said that software would eat the world. Now, AI is coming for software , and a lot of today's biggest SaaS companies may not survive the meal. Out of the top 20 software companies in 2000, less than half of them survived the cloud era, says Pat Walravens, analyst at Citizens. AI could weed out top SaaS companies in the same way, he says. Walravens predicts that two-thirds of these companies will not emerge from the AI era alive.…