AJ Bruno predicts that seat-based SaaS tools that don't move to AI-native services will be forgotten, and that each category will have only one winner.
AJ Bruno says QuotaPath has no choice: without this move it becomes a forgotten SaaS tool, and SaaS tools are not even getting 1x multiples right now. He wants QuotaPath to become the premier AI-native services company, creating a category the way Gainsight once did. He sees Gainsight and QuotaPath as non-competitive allies in getting buyers to accept the new model, and says the old SaaS mentality must change for companies to survive.
“if we do not make this move, we will be a forgotten SaaS. Tool like everyone else and no one no one cares and you're not even getting 1x multiples on SaaS tools right now”
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From "We Will Die": Why QuotaPath Is Betting Everything on AI-Native Services ft. AJ Bruno (QuotaPath).