The SaaS industry is facing its most disruptive moment in decades, and AI is the reason why. In this episode, Lee Dickson and Rich Swier break down exactly how artificial intelligence is dismantling the traditional SaaS business model, from per-seat licensing to the rise of usage-based pricing, and why the biggest horizontal players like Salesforce and HubSpot are already losing the battle.
They explore how vibe coding is empowering customers to build their own custom interfaces on top of existing SaaS platforms, bypassing the need for seat licenses entirely. From API gatekeeping and the coming death of free data access to why vertical market software companies have a real moat and what they need to do right now to protect it, this conversation cuts through the noise and gets to the core of what's actually shifting in the market.
If you're a SaaS founder, product leader, or operator trying to understand where the next five to ten years are heading, this episode will challenge how you think about pricing, personalization, and the true value of domain expertise in an AI-first world. The companies that survive won't be the ones with the most features. They'll be the ones who own the API and know their vertical cold.
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