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Ventech's Stephan Wirries on AI Agents vs SaaS
AI agents may force a structural reset in software — weakening seat-based SaaS and shifting value toward outcomes, infrastructure, and regulated workflows. Ventech partner Stephan Wirries makes the case with Jörn “Joe” Menninger.
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Why this episode matters: If agents break the seat-based model, every software valuation is up for debate. Stephan Wirries's thesis is a map of where software value migrates next.
In this episode, we cover:
Why AI agents threaten seat-based SaaS pricing
Stephan Wirries on the coming…
The skinny
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