From SaaS to AI-First: How Companies Are Reshaping Innovation
Hosts Sarah and Elad discuss the "SaaS-apocalypse," arguing that while AI is fundamentally changing software, the death of SaaS is overstated in the short term. They explore the unprecedented speed of revenue growth and collapsing token costs in the AI era, the new challenges in engineering management like "coding slop," and the strategic imperatives for founders to build durable, multi-product companies in a rapidly changing landscape.
