Futurum Equities Podcast SaaSPocalypse 2026 | Futurum Equities Ep. 30
Feb 13, 2026
Market volatility returns and crypto sentiment is moving traditional growth stocks. They examine AI reshaping software pricing and which firms might capture new AI spend. Discussion covers compute as a strategic moat, enterprise stickiness versus low-code disruption, and where capital rotation is forcing de-risking across correlated themes.
AI Snips
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Transcript
Episode notes
AI Rewrites Software Economics
- AI is rapidly changing expectations for software but won't instantly eliminate enterprise apps.
- The market struggles to value software until AI monetization models become clearer.
Reprice SaaS For Agent Consumption
- Expect seat-based SaaS economics to shift toward consumption and agent-based pricing models.
- Reassess valuations until companies demonstrate sustainable AI monetization and sticky data control.
AI Expands IT Spend, Shifts Where It Lands
- IT spend will grow in an AI economy but it will displace human OPEX and certain seat licenses.
- The key question is which vendors capture the new consumption revenue pools.