Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World

Описание: Sebastian Siemiatkowski is the co-founder and CEO of Klarna, the global digital bank with over 114 million global active users and 3.4 million transactions per day. Seb is one of the leading public company CEOs pushing the boundaries of AI.
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Timestamps:

00:00 Intro
01:16 The real Threat to SaaS
05:58 What revenue multiple will software companies trade at in the future?
10:31 Why you need to build your own customer service AI to win
22:12 Klarna has two times the customer base of Revolut. They will beat Revolut
24:17 How I lost a billion dollars not investing in Nubank
25:54 Why Nubank are more likely to win the US than Revolut?
33:59 We used to be 6,000 people. Now we are just 3,000
40:14 When is a high valuation too high and can be dangerous?
41:27 How we got Sequoia to invest & Michael Moritz to join the board
53:19 Investors who don’t build will lose
01:07:56 What CEOs really think about AI
01:13:34 I have changed my mind on the adoption cycle

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