As investors panic over an AI-driven “SaaSpocalypse,” the legend enterprise software CEO explains what AI agents can and can’t do, the industry’s biggest moat, and his ‘Goldilocks formula’ for pricing. Plus: Three SaaS companies most at risk of AI disruption.
Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, tabs, forms, and menus; software vendors sold more seats, expanded across departments, and steadily compounded recurring revenue.
As investors panic over an AI-driven “SaaSpocalypse,” the legend enterprise software CEO explains what AI agents can and can’t do, the industry’s biggest moat, and his ‘Goldilocks formula’ for pricing. Plus: Three SaaS companies most at risk of AI disruption.
Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, tabs, forms, and menus; software vendors sold more seats, expanded across departments, and steadily compounded recurring revenue. Tech
