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
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.”
Mar 7, 2025 negative
Jun 16, 2026 bearish
Jul 17, 2026 bearish
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.”
Aug 5, 2026 bearish
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 …”
Aug 28, 2026 negative
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…”