How to redesign an $800M-a-year software giant for the AI era - Dan Rogers [Asana]

<p>Today on BILLIONS, I&#39;m sitting down with Dan Rogers, CEO of Asana, to discuss AI agents, the future of SaaS, and what comes after the chatbot.</p><p><br></p><p>Dan took over an established software business with around $800 million in revenue. His next challenge: turning a platform built for human collaboration into an operating system for teams of humans and AI agents.</p><p><br></p><p>A model can generate an answer. But who needs to approve it? Which team acts next? What has already been decided? Dan&#39;s argument is that this context and coordination - not just the intelligence of the model - will determine whether AI can do useful work inside a company.</p><p><br></p><p>At the time of our conversation, AI products were contributing 25% of Asana&#39;s net new ARR. We get into the decisions behind that shift: charging for fulfilled requests rather than tokens, giving users an initial AI allowance at no extra cost, and buying Stack AI to accelerate the roadmap.</p><p><br></p><p>We also discuss keeping teams focused through market volatility, integrating an acquired company without losing its people, and why past success can become a liability when you&#39;re taking over a new business.</p><p><br></p><p>In this masterclass, we break down:</p><ul><li>Beyond the Chatbot: Why generating an answer is different from coordinating work, and what changes when your team includes AI agents.</li><li>The Request-Based Pricing Bet: Why Asana is hiding token complexity from customers and charging around the fulfillment of a request.</li><li>Value Before the Sale: The decision to give users an initial AI allowance, help them discover the value, and let adoption drive further spending.</li><li>Buying Time: How the Stack AI acquisition accelerates Asana&#39;s roadmap, and why the small details of integration matter as much as the big strategic decisions.</li><li>The Model Moat Test: Does your business become more or less valuable when AI models improve? Dan explains why he believes Asana benefits.</li><li>Leading Through the Noise: Listening to customers, finding wins beyond the daily stock price, and questioning the playbook that made you successful before.</li></ul><p><br></p><p><br></p><p>SUBSCRIBE for more episodes of BILLIONS.</p><p><br></p><p>Follow meLinkedIn: <a href="https://www.linkedin.com/in/-g-/">https://www.linkedin.com/in/-g-/</a>X: <a href="https://twitter.com/GuillaumeMbh">https://twitter.com/GuillaumeMbh</a>TikTok: <a href="https://www.tiktok.com/