Nearly $300 billion in market value vanished from software companies in a single week after Anthropic’s AI agent launch reignited fears of a “SaaSpocalypse”. In this episode of Eventual Consistency, guest host Jason Bradwell turns the tables and interviews Ross Katz about what’s really happening beneath the headlines. Is AI truly threatening the seat-based SaaS model, or is this another cycle of hype? Ross breaks down the difference between market panic and operational reality, introduces eight key factors that determine which SaaS companies are vulnerable (or defensible), and explains why data gravity, regulatory moats, and revenue model alignment matter more than ever. The conversation explores how AI agents shift the build vs. buy equation, why consumption-based pricing is on the rise, and what data leaders should prioritize in 2026 and beyond. The verdict? AI won’t kill SaaS, but it will reshape it, creating clear winners and losers in the years ahead.
About the hosts
Ross Katz brings a background in analytics and data strategy, working with companies to cut through the noise and focus on what actually drives business value. With experience spanning industries such as e-commerce, education, biotech, and finance, as well as the evolving landscape of AI-enabled work, he focuses on the intersection of data capabilities and business outcomes. He's particularly interested in how shifts in technology change not just what's possible, but how people think about and use data in their daily work.
Jason Bradwell is a seasoned B2B marketing leader, founder of B2B Better and host Pipe Dream, where he explores how modern B2B companies can build media and marketing strategies that drive real revenue and audience growth.
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