Introduction AI is fundamentally transforming the size and shape of product and technology (R&D) teams in what is emerging to be the most significant transformation of software development lifecycles (SDLCs) since the advent of agile methodologies and scrum teams approximately 20+ years ago. As teams go AI-native, the previous guidelines and rule books on what... Continue Reading →
Navigating the SaaSpocalypse – Hybrid Pricing (….OR EBITDA) Create the Path for Good Financial Outcomes
Introduction From a public market perspective, the SaaSpocalypse definitely happened in 2026. Publicly traded SaaS companies saw approximately $1 trillion in market value erased during the first half of the year. Private company SaaS valuations have seen similar compression, with the lowest tiers now only trading at Enterprise Valuations at 1-2X revenue. However, all is... Continue Reading →
Navigating the SaaSpocalypse – The Product Portfolio Edition
Introduction The SaaSpocalypse is indeed real. The rise of AI has brought a new competitor - that of a custom vibe-coded solution. Those without the right product are at significant risk of disruption. Hundreds of millions of people now use LLMs on a daily basis around the world and user taste has materially changed -... Continue Reading →