SaaS vendors

6 statements across 6 episodes · 0 bullish · 6 bearish · 1 people on the record · first statement Feb 28, 2025 by Jason Lemkin · across every show →

Everything said about SaaS vendors, oldest first

Feb 28, 2025 bearish
Prediction Not checkable as stated
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.”
Jason Lemkin Feb 28, 2025 ▶ 18:54 AI at Scale: 8 Learnings from monday.com Co-Founder and Co-Ceo Eran Zinman
Mar 7, 2025 negative
Insight
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.”
Jason Lemkin Mar 7, 2025 ▶ 6:45 Why I’m Scared to Buy New SaaS Apps Now with SaaStr CEO and Founder Jason Lemkin
Jun 16, 2026 bearish
Prediction Not checkable as stated
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.”
Jason Lemkin Jun 16, 2026 ▶ 57:21 Our Agent Negotiated a Vendor Renewal, Became a CFO and a Better SDR .. but has too many guardrails
Jul 17, 2026 bearish
Prediction Not checkable as stated
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.”
Jason Lemkin Jul 17, 2026 ▶ 1:00:26 How Agents Will Steal Your Customers. Plus: The $10K App Our Agent Replaced and the $14 Migration
Aug 5, 2026 bearish
Insight
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 …”
Jason Lemkin Aug 5, 2026 ▶ 17:13 The Agents #12 - Our AI Agent Rewrote Our App Without Telling Us
Aug 28, 2026 negative
Insight
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…”
Jason Lemkin Aug 28, 2026 ▶ 12:27 Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013
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