E63: The AI War Machine with Rabah Rahil
In this episode of 1 to 100, formerly The SAAS Operators, Rabah Rahil joins us to talk about what software businesses look like when AI makes development cheaper, increases leverage, and changes how companies buy.
We start with the idea that SaaS is done.
Rabah argues that this is overblown. Rishabh points out that software consumption is still growing quickly, while companies like Anthropic can produce huge amounts of revenue with far fewer employees than older software companies.
The bigger change is the amount of leverage software now creates.
We talk about the rise of AI-powered services…
The skinny
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