Panel | Software under pressure: How AI is reshaping Saas valuations
Oct 15, 2026 | 1:00 PM - 1:30 PM
Oct 15, 2026 | 1:00 PM - 1:30 PM
For a decade, recurring revenue was the gold standard — predictable, compounding, and richly rewarded by investors. Now AI is rewriting the rules. New models compress time-to-value, shift pricing from seats to outcomes, and enable lean teams to deliver what once required hundreds of engineers. For SaaS founders, that means growth alone no longer commands a premium. For investors, it means the valuation frameworks built in the era of "land and expand" need a serious update.
This panel confronts the tension head-on: what does a defensible SaaS business look like when AI can replicate features overnight? Which metrics still matter — and which ones are now vanity? How should founders position for their next round when buyers and investors are recalibrating what software is actually worth? A direct, data-informed conversation for founders rethinking their product and pricing strategy, and for VCs recalibrating how they underwrite software companies in an AI-native world.