<p>AI isn’t just disrupting SaaS, it’s forcing a fundamental rethink of what software is actually worth. In this episode, Brent sits down with Kantata CEO Michael Speranza to unpack the growing tension across the market: buyers questioning why they should pay for software they think AI can build, and boards pushing leaders to prove long-term, defensible value. The conversation goes beyond the hype to explore what truly survives in an AI-driven world, and why the future of SaaS has far less to do with code and far more to do with context.</p><p><br></p><h3>Key Topics Covered</h3><ul><li>The new “build vs. buy” reality: Why buyers are questioning SaaS in the age of AI, and where that thinking falls short</li><li>Who’s actually at risk: The types of SaaS companies most vulnerable in this shift (and why)</li><li>The death of code as a moat: How value is moving from product to data, workflows, and domain expertise</li><li>Context as the new advantage: Why owning deep customer understanding is becoming the ultimate differentiator</li><li>What survives — and wins: The traits of SaaS companies that will endure and thrive in an AI-driven market</li></ul><p><br></p><p>Read Michael’s recent article, <a href="https://www.kantata.com/blog/article/ai-is-coming-for-saas-just-not-the-way-you-think" rel="noopener noreferrer" target="_blank"><em>AI Is Coming for SaaS. Just Not the Way You Think</em></a><em> to learn more about this topic and his perspective on the SaaSpocalypse.</em></p><br><p><br></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>