The Globe and Mail reports in its Monday edition that some cloud software companies are faring better during the "SaaSpocalypse" than others. The Globe's Sean Silcoff writes that Kinaxis chief Razat Gaurav believes his company is one of them. Despite being one of Canada's top-10 most valuable publicly traded tech firms, its valuation has dropped alongside other software-as-a-service vendors. All are facing viability concerns as generative artificial intelligence tools allow users to create software using AI prompts. SaaS stock valuations are at the lowest in the 13-year history of the BVP Cloud Index. Even after a partial recovery since February, Kinaxis shares are down 15 per cent this year. Other SaaS names, including Salesforce and Constellation Software, have fared worse. Mr. Gaurav says: "Everyone is in the same penalty box. Investors haven't yet deciphered which SaaS companies are at risk of AI disruption and which will benefit. We have a strong belief that for Kinaxis, AI is a tailwind." Kinaxis is using large language models from giants including OpenAI. Nvidia is supplying technology enabling it to run faster optimization planning scenarios than rival options. Databricks is providing the data intelligence platform.