The SaaS Apocalypse | Will AI Destroy the Software Business?

The SaaS Apocalypse | Will AI Destroy the Software Business? Software stocks are under pressure as artificial intelligence makes coding faster, cheaper and increasingly accessible. But does cheaper software actually mean companies like Salesforce, DocuSign and other SaaS giants are becoming obsolete? Investor Jared Sleeper joins the conversation to examine what AI could really mean for the software industry. The discussion explores why enterprise software has historically been so valuable, what makes these products difficult to replace and why code itself may represent only a fraction of what customers are actually paying for. From network effects, integrations and proprietary data to AI agents and entirely new pricing models, the episode explores three possible futures: software companies disappear, very little changes — or the winners use AI to capture far more economic value than ever before. It also looks at falling software valuations, stock-based compensation, potential layoffs, changing demand for software engineers and a fundamental shift from selling software per seat to selling automated outcomes that replace human work. If AI can do the work instead of simply helping employees do it, how much could software ultimately be worth? Want to keep exploring AI, technology and the businesses being transformed by it? Continue with these Moconomy documentaries: • Inside Anthropic: The $965 Billion AI Titan | Claude, AI Safety and Superintelligence | 4K https://youtu.be/1ShpMSuVmyw • NVIDIA: The $10B Gamble | How Jensen Huang Built the AI Empire https://youtu.be/AXOM9HHJL5A • American Dream | More Productivity, Less Security | 4K https://youtu.be/3TtAU_yNmXY