# AI + SaaS: The New Software Supercycle

Page: https://stenobird.com/podcast/smart-enterprises-ai-frontiers-7077810/ai-saas-the-new-software-supercycle
Text version: https://stenobird.com/podcast/smart-enterprises-ai-frontiers-7077810/ai-saas-the-new-software-supercycle.md
Podcast: [Smart Enterprises: AI Frontiers](https://stenobird.com/podcast/smart-enterprises-ai-frontiers-7077810)
Published: 2025-10-16T02:25:10+00:00
Episode link: https://podcasters.spotify.com/pod/show/ali-mehedi0/episodes/AI--SaaS-The-New-Software-Supercycle-e39jj9l
Audio file: https://anchor.fm/s/fcb30f54/podcast/play/109742837/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-9-16%2F30e6ea6b-6d0d-bb90-b4fa-0afa77bb62c1.m4a
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JSON: https://stenobird.com/v1/public/podcasts/smart-enterprises-ai-frontiers-7077810/episodes/ai-saas-the-new-software-supercycle
Duration seconds: 1860

## Resource

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.

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## Transcript

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