Episode
Will AI Kill SaaS? Triangle Founders Want to Know! We Deep Dive Into the SaaSageddon with Joe Mancini, GP at Front Porch Ventures
- Podcast
- NC Tweener Talks
- Published
- Feb 26, 2026
- Duration seconds
- 3156
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/493c2a90
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Summary
This episode is a big one. There’s a lot of noise right now around AI, venture, and whether SaaS is fundamentally broken. Public markets are re-rating software companies. Seed rounds are shifting. Pricing models are changing. And founders are asking the same question: “Are we toast?” Joe Mancini from Front Porch is in a unique position to answer that. His firm sits inside dozens of funds and startups across the Southeast and beyond. He sees what’s working, and what’s not, in real time. So we dug into the thesis behind their “SaaS is Dead” piece, what it actually means, and what founders should be doing right now. Highlights covered Why SaaS is being re-rated in public markets Whether this is permanent or cyclical AI-native vs. AI-immigrant companies The collapse (and split) of the traditional “seed” round Why vertical SaaS may explode in this era How founders should think about churn in the AI era Internal resistance to AI adoption (and why it’s dangerous) What venture firms are actually looking for right now The next decade belongs to founders who deeply understand their vertical, obsess over customer value, and move fast enough to build moats before the standards settle. Timestamps: 07:00 – From sports radio to venture capital 10:30 – The hybrid fund model explained 16:50 – Why they wrote “Yes, SaaS Is Dead” 18:00 – The SaaS public market re-rating 21:00 – The split in seed investing 23:30 – AI-native vs AI-immigrant companies 27:00 – The 3-layer cycle of every tech revolution 30:00 – The 2x2: where opportunity lives now 33:00 – Why vertical beats horizontal right now 38:00 – Internal AI adoption is non-optional 39:30 – The shift from seat pricing to performance pricing 51:00 – What actually counts as a moat in AI Where to Find Joe Mancini: LinkedIn: https://www.link…