SaaS Incumbents
topic on 2 shows · 4 statements across 3 episodes
the Official SaaStr Podcast 
20VC
4 statements about SaaS Incumbents, every show
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.”
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.”
Anderson: SaaS incumbents should monitor API traffic and copy successful AI features
“The AI traffic is going to reveal something to you. You will review, reveal promising areas for new development. You will all of a sudden see very early on. Which products are gaining traction, and you should 100% copy those products. You should copy those pro…”
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…”