India, July 13 -- For most SaaS companies, the debate around AI is no longer whether to invest. That decision has largely been made. The more important question now is how to continue investing without allowing innovation to outpace business fundamentals.

AI is unlike most technology investments businesses have dealt with over the past two decades. Earlier technology cycles followed a relatively predictable pattern. Companies built capabilities, deployed them, and gradually recovered those investments over time. AI behaves differently. Infrastructure costs, model usage, customer expectations, and product evolution continue to move together, making innovation an ongoing operating commitment rather than a one-time technology initiative. As...