Navigating the SaaSpocalypse – Achieving an X-factor with an AI-native SDLC
Mike McQuade, VP of Engineering + R&D Operations at Thinkific, is a guest contributor to this post. tldr; Even with a legacy codebase, this is a case study on how code output could be doubled (2X), net velocity tripled (3X), and deployment velocity increased by 11X through the adoption of an AI-native SDLC. Framing the…
Navigating the SaaSpocalypse – AI-native is the Biggest Change for Product & Technology Teams (R&D) since Agile
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…
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…
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 -…
APIs are the New UX (and don’t look like they used to…)
In the pre-AI era, users “used” applications. They had to adapt their workflows around them. Automations and integrations were few and far between – and typically implemented and maintained by IT or consultants. AI makes all of this effectively irrelevant. Now, users can work the way they want to with their own UX. You can…
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