Tomasz Tunguz on How AI is Changing the Future of SaaS

In this episode of the SaaS Revolution Show our host Alex Theuma is
joined by Tomasz Tunguz, General Partner at Theory Ventures and
SaaStock Europe 2024 speaker, who shares how AI is changing the
future of SaaS. "AI will be a key part of the product. I would
characterise the last two years as adding AI features on top of
existing platforms, and I think we're starting to see humans
adjust, and when humans adjust, the workflows will change, and when
the workflows change, there'll be an opportunity to un-see the big
systems of record." Tomasz shares: • What makes a founder
investable, from Einstein's compounding interest to selling a
market • Where we'll see greater and greater efficiency gains
businesses at scale • Why upcoming workflows changes lend to
unseating the biggest systems of record • The future of AI and how
it'll change SaaS architecture and positioning • The significant
pressure that horizontal SaaS is facing, and what companies like
Salesforce, Glean and Klarna are doing as a result • How to ensure
that the AI brought into your SaaS gives you an edge and is not
just commoditisation and more.      Check out the
other ways SaaStock is helping SaaS founders move their business
forward:  SaaStock Europe: 14-15 October 2025 | Dublin,
Ireland Book you tickets: https://saastock-europe.com/tickets/
SaaStock USA 2025: April 2026 | Austin, Texas Join the waitlist:
https://saastock-usa.com/ SaaStock Founder Membership: A private
members group of B2B SaaS founders between $100K - $10M ARR who are
committed to growth and helping others
(https://www.saastock.com/founder-membership/) SaaStock Local:
Monthly meet-ups in cities all around the world, bringing together
SaaS enthusiasts and experts to discuss the most pressing topics in
SaaS (https://local.saastock.com/home)