STORY · MODELLER_
From SaaS to AI-First: how companies are transforming innovation
In the No Priors episode, Elad Gil and Sarah discuss how AI is transforming the traditional SaaS model. They explore whether SaaS as we know it is disappearing, what new business and sales strategies are emerging, and how AI is changing the way software is built, sold, and scaled. The episode also covers the concentration of tech giants in the S&P 500 and the implications for the startup ecosystem.
WHY IT MATTERS
The SaaS model has dominated B2B software for two decades, and a fundamental transformation of this model affects which companies win and lose. The discussion about market concentration and small versus large companies' ability to adapt to AI is central to understanding the next phase of the technology industry.
SOURCES
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