The End of Predictable SaaS? How AI is Reshaping Software Economics
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Show Notes
The software world is in the middle of a transformation—and it's being driven by artificial intelligence. In this episode, we take a deep dive into the shifting dynamics of the SaaS (Software as a Service) industry, exploring how AI is disrupting long-held pricing models, customer expectations, and even the way investors value tech companies.
What used to be a stable, predictable business model—beloved by private equity firms and investors for its reliable revenue—now faces mounting pressure from AI-native companies and internal automation capabilities. We explore why the per-seat pricing model is losing relevance, how companies like Clara are ditching traditional SaaS tools for in-house AI, and what that means for the future of software.
Plus, we highlight the critical role of data infrastructure in this new AI era, featuring insights from StoneFly, a leader in scalable, secure, and intelligent storage solutions.
🔍 Topics we cover:
- Why SaaS was “chicken” for investors—and why that’s changing
- How AI is flipping the script on software pricing and packaging
- The growing demand for customized, outcome-based software solutions
- What AI-native businesses are doing differently
- How StoneFly’s storage solutions support AI-driven enterprises
- The future of SaaS valuations and exit strategies in a post-AI world