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The “AI Slow Roll” is Killing Your SaaS, Why Existential Dread is Needed Today: The Latest 20VC with Rory, Harry + Jason
- In the latest 20VC episode with Rory, Harry, and Jason, key topics like Thoma Bravo's mega raise, OpenAI's impact on B2B, the MCP threat to SaaS, and VC strategies were discussed.
- The venture capital industry is facing an identity crisis, prompting B2B SaaS founders to prepare for shifting paradigms and evolving realities.
- DPI vs. TVPI debate highlighted the importance of real exits over just impressive valuations for B2B founders as investors focus on cash returns.
- Mid-tier VC funds are dwindling, posing challenges for Series A SaaS companies aiming for significant fundings in a more competitive landscape.
- The surge in AI infrastructure spending poses both opportunities and pressures, urging B2B founders to leverage evolving capabilities while managing costs.
- Existential dread and accelerated AI integration are becoming crucial for SaaS success, emphasizing the need to ship impactful products swiftly.
- The emerging AI-first user interface revolution challenges SaaS companies to adapt to voice-driven interactions and AI agents, redefining user expectations.
- Market share dynamics highlight the strategic decision points for SaaS maturity, where companies must choose between growth optimization and strategic exits.
- Founders are advised to build for platform-shifting opportunities or strive for excellence in defined markets, recognizing the different paths for long-term success.
- YC valuations, data moats, and seed investing dynamics are reshaping the early-stage startup landscape, necessitating strategic planning and swift execution.
- Successful SaaS founders are urged to prioritize AI integration, series A readiness, market share strategies, redesign workflows, and data moat development for future success.
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