AI + SaaS: The New Software Supercycle

<p>In this episode of <strong>State of AI</strong>, we explore how artificial intelligence is reshaping the foundations of the software industry. Drawing on insights from <a href="https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/upgrading-software-business-models-to-thrive-in-the-ai-era#/" target="_blank" rel="noopener noreferer">McKinsey’s 2025</a> report <em>Upgrading Software Business Models to Thrive in the AI Era</em>, we unpack how AI is transforming SaaS from a tool that enables work to a platform that performs it.</p><p>Learn why traditional subscription models are evolving toward <strong>consumption-based pricing</strong>, how companies like Salesforce, Adobe, and ServiceNow are experimenting with <strong>AI-driven monetization</strong>, and what it takes to align <strong>pricing, GTM strategy, and customer value</strong> in the new AI economy.</p><p>We’ll also dive into:</p><ul><li><p>The <strong>$4.4 trillion productivity potential</strong> of AI in enterprise software</p></li><li><p>Real-world examples of <strong>AI monetization success and failure</strong></p></li><li><p>Why change management now costs <strong>3x more than model development</strong></p></li><li><p>How CFOs and GTM teams can prepare for <strong>AI-driven revenue models</strong></p></li><li><p>The new role of <strong>AI agents</strong> in redefining customer value and pricing</p></li></ul><p>If you’re a <strong>tech executive, SaaS founder, or digital strategist</strong>, this episode will help you understand how to adapt your business model to capture the next software supercycle.</p>