The End of Predictable SaaS? How AI is Reshaping Software Economics

The software world is in the middle of a transformation—and it's being driven by artificial intelligence. In this episode, we take a deep dive into the shifting dynamics of the SaaS (Software as a Service) industry, exploring how AI is disrupting long-held pricing models, customer expectations, and even the way investors value tech companies.

What used to be a stable, predictable business model—beloved by private equity firms and investors for its reliable revenue—now faces mounting pressure from AI-native companies and internal automation capabilities. We explore why the per-seat pricing model is losing relevance, how companies like Clara are ditching traditional SaaS tools for in-house AI, and what that means for the future of software.

Plus, we highlight the critical role of data infrastructure in this new AI era, featuring insights from StoneFly, a leader in scalable, secure, and intelligent storage solutions.

🔍 Topics we cover:

• Why SaaS was “chicken” for investors—and why that’s changing
• How AI is flipping the script on software pricing and packaging
• The growing demand for customized, outcome-based software solutions
• What AI-native businesses are doing differently
• How StoneFly’s storage solutions support AI-driven enterprises
• The future of SaaS valuations and exit strategies in a post-AI world