AI + SaaS: The New Software Supercycle
Description
In this episode of State of AI, we explore how artificial intelligence is reshaping the foundations of the software industry. Drawing on insights from McKinsey’s 2025 report Upgrading Software Business Models to Thrive in the AI Era, we unpack how AI is transforming SaaS from a tool that enables work to a platform that performs it.
Learn why traditional subscription models are evolving toward consumption-based pricing, how companies like Salesforce, Adobe, and ServiceNow are experimenting with AI-driven monetization, and what it takes to align pricing, GTM strategy, and customer value in the new AI economy.
We’ll also dive into:
The $4.4 trillion productivity potential of AI in enterprise software
Real-world examples of AI monetization success and failure
Why change management now costs 3x more than model development
How CFOs and GTM teams can prepare for AI-driven revenue models
The new role of AI agents in redefining customer value and pricing
If you’re a tech executive, SaaS founder, or digital strategist, this episode will help you understand how to adapt your business model to capture the next software supercycle.
United States
