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AI Agents vs Seat-Based SaaS: The Next Shift for Software Startups
AI agents can build software overnight — so is this the “SaaS-pocalypse,” or the start of a new industrial AI cycle? Stephan Wirries, General Partner at Ventech, argues seat-based pricing and net revenue retention are under structural threat as teams shrink from eight developers to one, and value migrates from code to data, infrastructure, and domain expertise.
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Why this episode matters: If software development is becoming nearly free, the old SaaS playbook breaks — and Europe’s industrial Mittelstand gets a rare…
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