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Index/AI & Data/Agents of Scale
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Is SaaS really dead? Dharmesh Shah from HubSpot on AI, Vibe-Coding & the Future of Work

Agents of Scale · 2026-02-12 · 55 min

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Topics in this episode

ZapierArtificial intelligence

Episode notes

Is SaaS about to be replaced by people “vibe-coding” their own apps - or is something deeper at stake? Dharmesh Shah, co-founder and CTO of HubSpot, joins Wade to cut through the hype and give a refreshingly practical view of how companies should show up for AI. Dharmesh argues the right question isn’t “How do I compete against AI?” but “How do I compete with AI?” - and explains how culture, curiosity, and a little bit of tinkering unlock real value. From practical starting points for SMBs, to why large SaaS vendors still have a massive advantage, to the power of simulation and retrieval-augmented workflows, this episode maps out what leaders and teams should actually do next. In this episode you’ll hear: Why “compete with AI” beats “compete against AI.” The rituals that help organizations adopt AI (hackathons, demos, and scheduled retries). Low-risk starting points: creation → synthesis → automation → simulation. Why large SaaS companies likely aren’t going extinct - and when vibe-coding does make sense. How AI can amplify careers: automate the small stuff, get promoted to bigger problems.

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