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SaaS has to change revenue models. Some don’t have to worry…yet

This is worth a listen. Per seat doesn’t work anymore if AI Agents sit next to a software like $ZEN ( ▲ 0.03% ) and ultimatelty need less seats.

The AI ERP - NetSuite debate is a great discussion at the 18th minute mark. Our portfolio company at StreamFT definitely agrees and is building a great Agentic CFO solution that isn’t attacking the ERP.

What’s safe in this AI world?

  • Hardware

  • Payments flowing into your software

Both of these safe attributes are something $TOST ( ▼ 6.71% ) benefits from. I have said that how we pay for data must change and data consumption models is the future. I think this is coming and hopefully companies like $FDS ( ▲ 4.23% ) make this radical change soon before its too late.

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