Why Traditional SaaS Moats Are Crumbling (And What Replaces Them)
Автор: Sumner Makin AI Podcast
Загружено: 2026-01-09
Просмотров: 96
Описание:
In this video, the host Sumner Makin explained how AI is reshaping the future of software and investing, through a deep conversation with Itxaso, General Partner at Notion Capital, on whether traditional SaaS is truly collapsing or simply evolving into something new.
She explains:
•What is really happening to SaaS, and why AI is shifting software from dashboards to execution and outcomes.
•Why moats are changing, and how founder–market fit, deep workflows, and integrations now matter more than ever.
•How AI is transforming financial services, especially in fraud detection, risk, and operational efficiency.
•What investors now look for in AI companies, including changing metrics, margins, and value capture.
•Where the biggest AI opportunities lie next, from insurance and healthcare to professional services as software.
For further enquiries, send a message to:
[email protected]
Connect with Guest
LinkedIn – / itxasodp
Follow Sumner Makin on the following:
LinkedIn – / sumnermakin
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