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SaaS incumbents

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Sep 19, 2025 by Jesse Zhang · across every show →

Everything said about SaaS incumbents, oldest first

Sep 19, 2025 positive
Insight
Zhang: Backward compatibility creates baggage for legacy SaaS in AI era
“Having the older way of doing things actually serves as baggage because you have so many customers already locked into that approach. And because you have a lot of customers, anything you build has to be compatible with all of them. And so it just always inher…”
Jesse Zhang Sep 19, 2025 ▶ 16:41 20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
Feb 26, 2026 bearish
Prediction Not checkable as stated
Jason Lemkin: Value capture by AI agents will push SaaS incumbents into terminal decline
“I believe the agents are going to own enough of the value that, that that just owning less of the value in your space can create terminal decline.”
Jason Lemkin Feb 26, 2026 ▶ 9:36 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Feb 26, 2026 bearish
Prediction Open · timeframe Feb 2029
Lemkin: Shopify and Monday will be killed by vertical AI startups
“So they're going to get killed by the startup that does it. They're going to get killed. Killed.”
Jason Lemkin Feb 26, 2026 ▶ 16:39 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
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