If anything B2B SaaS is growing with AI, and it hasn't even begun, the biggest AI markets right now are personal. The B2B market is up for grabs for sure, 0%-1% of niches have an LLM product right now. But traditional SaaS has a huge advantage, they have reams of industry specific data, and they have the customers, sure they will have competition, but they are the incumbents.
If I had any money I'd buy the dip