Is AI really killing B2B SaaS, or is it just subscription software by another name?

In this Hot Take Tuesday, Rob Walling, Einar Vollset, and Tracy Osborn dig into the market panic around SaaS stocks, whether AI models are actually getting better, ChatGPT's move into advertising (and Anthropic's spicy response), and the explosion of OpenClaw. They also tackle QSBS and when SaaS acquisitions shift from asset to stock purchases.

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Topics we cover:

(3:52) – M&A guide for B2B SaaS founders
(6:35) – QSBS and asset vs. stock purchase thresholds
(9:25) – Is AI killing B2B SaaS?
(16:27) – Are AI models noticeably better than a year ago?
(17:27) – ChatGPT vs. Claude: real-world experiences
(26:17) – ChatGPT ads and Anthropic's Super Bowl response
(29:34) – The opportunity for SaaS founders in new ad networks
(32:29) – OpenClaw: hype or substance?

Links from the show:

If you have questions about starting or scaling a software business that you'd like for us to cover, please submit your question for an upcoming episode. We'd love to hear from you!

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