Real Talk

Is AI Killing SaaS?


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We brought the crew back together.

Sean Frank (Ridge), Taylor Holiday (Common Thread Co.), and Tomer Tagrin (Yotpo), moderated by Eric Dyck (DTC), return for another round—this time tackling how SaaS, ecommerce, and consumer behavior are all being reshaped in real-time.

From the rise of AI to the fall of 2021 VC logic, this is a no-fluff conversation about what’s working, what’s not, and what’s next.

Timestamps:
00:00 Introduction and Setting the Scene

00:03 Casual Banter and Technical Setup

00:17 The Evolution of SaaS Pricing Dynamics

02:49 Challenges in SaaS Execution and Market Adaptation

05:58 The Changing Landscape of E-commerce and SaaS

08:46 The Impact of AI on SaaS and E-commerce

11:42 Navigating Tariffs and Profitability in E-commerce

14:41 The Future of SaaS: Opportunities and Threats

17:54 Defending Business Models in a Shifting Market

31:48 Diverse Business Models in Marketing Services

34:30 The Evolution of Brand Success and Cultural Relevance

37:17 The Impact of Gen Z on Business Models

40:24 The Future of Brands and Consumer Relevance

51:21 Adapting to Change in a Shifting Market

...more
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