The Saas Revolution Show

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Tomasz Tunguz, General Partner at Theory Ventures and SaaStock Europe 2024 speaker, who shares how AI is changing the future of SaaS. "AI will be a key part of the product. I would characterise the last two years as adding AI features on top of existing platforms, and I think we're starting to see humans adjust, and when humans adjust, the workflows will change, and when the workflows change, there'll be an opportunity to un-see the big systems of record." Tomasz shares: • What makes a founder investable, from Einstein's compounding interest to selling a market • Where we'll see greater and greater efficiency gains businesses at scale • Why upcoming workflows changes lend to unseating the biggest systems of record • The future of AI and how it'll change SaaS architecture and positioning • The significant pressure that horizontal SaaS is facing, and what companies like Salesforce, Glean and Klarna are doing as a result • How to ens