Episode
AI + SaaS: The New Software Supercycle
- Published
- Oct 16, 2025
- Duration seconds
- 1860
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/smart-enterprises-ai-frontiers-7077810/episodes/ai-saas-the-new-software-supercycle/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/smart-enterprises-ai-frontiers-7077810/ai-saas-the-new-software-supercycle.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
In this episode of State of AI , we explore how artificial intelligence is reshaping the foundations of the software industry. Drawing on insights from McKinsey’s 2025 report Upgrading Software Business Models to Thrive in the AI Era , we unpack how AI is transforming SaaS from a tool that enables work to a platform that performs it. Learn why traditional subscription models are evolving toward consumption-based pricing , how companies like Salesforce, Adobe, and ServiceNow are experimenting with AI-driven monetization , and what it takes to align pricing, GTM strategy, and customer value in the new AI economy. We’ll also dive into: The $4.4 trillion productivity potential of AI in enterprise software Real-world examples of AI monetization success and failure Why change management now costs 3x more than model development How CFOs and GTM teams can prepare for AI-driven revenue models The new role of AI agents in redefining customer value and pricing If you’re a tech executive, SaaS founder, or digital strategist , this episode will help you understand how to adapt your business model to capture the next software supercycle.