The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Startups & Founders/Tech Deciphered
Tech Deciphered artwork

75 - The SaaS Apocalypse: Why AI Broke the Software Business Model

Tech Deciphered · 2026-03-23 · 58 min

0:00--:--

Episode notes

The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots - This Didn't Happen Overnight The Structural Thesis - Why This Isn't Just A Sell-Off The Private Market Fallout The Bull Case - Is The Market Wrong? Separating The Wheat From The Chaff - Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon , @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news

More from Tech Deciphered

All episodes →
  • 78 - Dead On Arrival63 / 100
  • Introducing Working Smarter from Dropbox
  • 77 - The Great Talent Redistribution
  • 76 - The Great Private Capital Reset
  • 74 - The Prediction Episode
Explore the best B2B Startups & Founders podcasts →
All Tech Deciphered episodes →