What does the future of the software business look like? How much of an impact will SaaS and AI have on the profitability of software?

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SHOW NOTES:

SOME VCs ARE QUESTIONING IF SOFTWARE IS A GOOD BUSINESS

VCs are concerned about the rate of return (and cash-flow) or software.
Is the future of open source software always SaaS offerings? Have we seen enough success with that model to say it’s a viable future business model?

WHAT ARE THE EVOLVING DYNAMICS OF THE SOFTWARE BUSINESS?

Is SaaS too fragmented, or will aggregated platforms emerge?
How much will AI add to the costs (or COGS) of software?
If software (especially SaaS) is bought by end-users or teams, will they appreciate AI automation vs. concern about jobs?
How does the pricing of SaaS evolve? Is it still per-seat, if AI can reduce the number of seats?
Are there channels for PLG software?
If every company is a software company, is software becoming a commodity?

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The Future of Software?