Zeta’s CEO Says AI Will Split Software in Two

Описание: The SaaS apocalypse may not destroy every software company — but it could separate platforms with real intelligence from workflow tools that can be commoditized.

In this video, David Steinberg, CEO of Zeta, explains why AI may pressure software companies that only manage workflows without creating proprietary intelligence, measurable ROI, or differentiated data advantages.

The key argument: in an AI world, software companies need more than dashboards and workflow management. They need proprietary data, native intelligence, and a clear return on investment for enterprise customers.

Steinberg explains why Zeta believes it is on the right side of that shift. The company controls its own first-party data cloud, does not feed that proprietary data into third-party large language models, and uses its own models to create marketing intelligence for enterprise clients.

The conversation also compares today’s AI disruption to the dot-com era. The internet did not destroy Walmart, JPMorgan, or FedEx — those companies adopted the internet and became stronger. Steinberg argues AI may follow a similar pattern: companies with data, intelligence, and execution will adapt, while companies without those advantages may struggle.

The bigger takeaway: the SaaS apocalypse is not really about software disappearing. It is about which software companies can move from workflow management to intelligence, automation, and measurable business outcomes.

Not financial advice. Do your own research.

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