SaaS Vendors
topic on 4 shows · 9 statements across 9 episodes
Latent Space 
No Priors 
the Official SaaStr Podcast 
20VC
9 statements about SaaS Vendors, every show
Lemkin: Raising API prices to offset lost seats will accelerate CRM churn
“I think it is a self-inflicted wound for a lot of systems of record and SaaS centers as they jack up the prices because seats are going down and agents are going up and they jack up the price for access. It's incense us finally to put more and more of our data…”
Lemkin: AI agents autonomously selecting software lock vendors out of deals
“The agent made the call for a heat map vendor We'd never heard of, and we didn't even need to do more diligence. You trusted the agent. Someone lost a 50, 20, a twenty-k deal out there to an agent, and you, they were never, and this paid vet, this other, this …”
Lemkin: Competitors' AI agents will steal customers from incumbent SaaS vendors
“Agents will steal your customers. Not your humans, not the great sales rep, not a moment in time, not your competitor going down at the end of the month or for a weekend. Your competitor's agents will steal you, steal your customers.”
Petersen: Threatening to build in-house tools yields 20% SaaS discounts
“I think you get like 20% out of almost everybody.”
Lemkin: SaaS Usage Will Drop As Customers Build Internal AI Agents
“Folks that are seeing how we're using them, our agents, in some cases are going to see it going down as we replace just some of the use cases with our own agents doing it themselves.”
Gil: Enterprises rebuilding apps with AI will return to SaaS within nine months
“And it seems like in six to nine months, maybe some of those people will come back and say, actually, we can't rebuild everything.”
Burazin: SaaS revenue bumps from reselling LLM tokens will drop back down
“And I think that there will be a cold shower when people understand, like, no one's actually going to use and pay for these agents and tokens, and that wasn't actually real acceleration, but it'll drop back down.”
Lemkin: SaaS companies play cancellation games when growth slows
“Why aren't you? It's because you're not growing fast enough when you're playing games.”
Lemkin: In 18 months, SaaS companies may not charge extra for AI
“I think in, 18 months. We may not be able to charge at all. Yeah, because there has to be a core set of software that I get with my seat. You can't charge me for login. You can't charge me for, there's certain things that have to come.”