From SaaS to AI-First: How Companies Are Reshaping Innovation

The podcast explores the perceived "SaaSpocalypse" and whether AI will replace SaaS software. Elad and Sarah argue that while AI offers productivity boosts for engineers and reduces token costs, the idea of AI completely displacing established SaaS companies is overstated, especially for large enterprises needing comprehensive solutions. They highlight the rapid revenue growth of AI labs compared to traditional software companies, driven by increased internet access and global liquidity. Sarah raises concerns about managing code quality with abundant AI code generation and the need for human oversight. They also discuss the importance of companies building multi-product bundles to defend against potential displacement in this rapidly evolving technological landscape.