AI Agents Are Repricing SaaS

Stephan Wirries of Ventech explains why AI agents may be forcing a structural repricing of software. The conversation covers seat-based SaaS under pressure, outcome pricing, systems of record, European industrial AI, venture capital decision-making, and the infrastructure categories that may become more defensible as application software commoditizes. Key points: - Why AI agents weaken net revenue retention - Why SAP-like systems may survive but lose interface control - Why Europe has both an AI opportunity and an AI risk - Why infrastructure, sovereignty, and regulation-linked software matter more - What real AI adoption looks like inside engineering teams Enjoy the show? 📖 Blog recap: https://www.startuprad.io/post/ai-agents-and-the-end-of-seat-based-saas Watch on YouTube: https://youtu.be/K91X3_9V0l4 🎧 The Audio Podcast Subscribe here: https://linktr.ee/startupradio 🚪 Connect with Us Partner with us: [email protected] Subscribe: https://linktr.ee/startupradio Feedback: https://forms.gle/SrcGUpycu26fvMFE9 Follow Joe on LinkedIn: http://www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=joernmenninger © Startuprad.io