AI is shifting the value from software applications to software orchestration Is that a Meteor approaching? Since the start of the year SAP and Salesforce stocks have lost significantly - the trend of valuation losses has engulfed the entire SAAS industry since early 2025. While several factors contribute to declining SaaS valuations, investors and stakeholders appear increasingly concerned about one question: What happens when AI becomes the interface layer between users and software applications? Resilience Required The SaaS business model typically sells software products and charges customers per user. With AI replacing human workers it eats into the profits of legacy products, as AI agents eliminate ‘seats’. This is also true in case established SaaS companies offer their own AI tools. The costs of AI tools however are driven by usage, which leads to a tricky question: How to adapt the SaaS business model to AI? The Four Horsemen of the Apocalypse Horeseman #1: AI reduces th...
This Post could have been a Meeting The reason for bad meetings is not a lack of knowledge or discipline, but a lack of honesty and excess of tolerance for unproductive behaviour. This loss of productivity results in costs to any organization. Being bold about bad meetings helps to improve productivity. Recently we discussed meeting culture and discipline in one of our team off-sites. Participants unanimously agreed that there's significant potential in our organization to improve the efficiency of meetings. Start and finish on time, define a specific outcome, stay on track throughout the duration of the meeting and others were mentioned as key guardrails for efficiency. We're all familiar with them, yet we often neglect them. Improving meeting quality is one of the most effective ways to ensure people's time and resources are not wasted. Imagine you and I worked for the same organization and I would send you an arbitrary invitation for this topic with the following suffix...