SaaS stocks have seen some caution lately over fears that AI could disrupt their business models. But companies that are model-agnostic and deeply embedded in enterprise workflows actually have a good setup right now. **PLTR:** Seeing steady growth from its AI platform, which helps reduce AI hallucinations for organizations. Their Q2 net dollar retention hit 157%. **MSFT:** Getting heavy enterprise adoption with Copilot. Azure's backlog is growing, and they are building custom AI chips to help margins. They also still hold a 27% stake in OpenAI. **GTLB:** Trading at 5.5x estimated 2028 sales. People are worried about AI hurting development platforms, but AI is actually increasing software development volume, which still needs secure environments.