AI SaaS explained in 7 min..
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SaaS based stocks are down more than 60% and traditional software companies are facing AI disruption happening as the first wave.
How will the AI industry and the broader economy value software companies as the unit economics change with how pricing works with agents and agentic applications that interact with applications? Will this affect on-prem, IaaS, and PaaS also?
#ai #saas #business #technology
Chapters
00:00 Intro
01:25 SaaS
02:02 Agents
02:57 Pricing
04:06 Valuation
04:33 Sponsor: OnSpace
05:34 TAM
06:52 Application
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Chapters (8)
Intro
1:25
SaaS
2:02
Agents
2:57
Pricing
4:06
Valuation
4:33
Sponsor: OnSpace
5:34
TAM
6:52
Application
🎓
Tutor Explanation
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