75 – The SaaS Apocalypse: Why AI Broke the Software Business Model

The SaaS multiples run was long, but it had to come to an end. Or Had it? Navigation: Intro Setting The Scene The Roots — This Didn’t Happen Overnight The Structural Thesis — Why This Isn’t Just A Sell-Off The Private Market Fallout The Bull Case — Is The Market Wrong? Separating The Wheat From The Chaff — Who Survives? Wrap-Up & Key Takeaways Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West , co-founder of App Annie / Data.ai , business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon , @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news

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75 – The SaaS Apocalypse: Why AI Broke the Software Business Model is an episode from Tech Deciphered by Bertrand Schmitt & Nuno G. Pedro.

This episode is 58:02 long.

This episode was published on Mar 23, 2026.

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