30-Year Tech Veteran Turned Investor: "Half My Engineers Refuse AI" скачать в хорошем качестве

30-Year Tech Veteran Turned Investor: "Half My Engineers Refuse AI"

The SaaS playbook that built the last generation of software companies is already obsolete. Most founders just haven't realized it yet. Andreas Goeldi, Partner at b2venture and a serial entrepreneur with 30+ years in tech, explains what's replacing it, which AI startups are destined to fail, and why domain knowledge may be the only moat left. If you're building or investing in software right now, this conversation will change how you think about what survives. On Follow the Gradient, Andreas draws on three decades of building, scaling, and investing in technology companies to lay out how AI is reshaping software business models from the ground up. From his own experience doubling revenue at Pixability without hiring a single person, to watching portfolio companies automate 70% of customer service requests, he brings operator-level specificity to questions most people answer with abstractions. Founders sitting on existing SaaS businesses, early-stage builders choosing what to build next, and investors rethinking their frameworks will find this conversation uncomfortably relevant. In this episode, we cover: Why sprinkling AI on traditional SaaS doesn't create defensible value The four emerging categories of AI business models and which ones have staying power How "service as software" lets founders sell outcomes at software-like margins The two categories of AI startups that are almost guaranteed to fail Why general-purpose AI agents are replacing entire categories of specialized tools How domain expertise is becoming the primary competitive moat in startup building The organizational thinning effect: what happens when middle management disappears Whether AI closes Europe's ambition gap or lets the US pull further ahead Timestamps 00:00 Introduction 02:22 The Most Dangerous Delusion In AI Today 04:55 Four AI Business Models Actually Making Money 07:58 How AI Pricing Changes When Code Is Cheap 13:55 The Last Real AI Moats Data Regulation UX 17:48 Two AI Startup Ideas To Avoid Now 22:17 How SaaS Founders Must Adapt To AI 25:49 Why AI Will Replace Middle Management Layers 33:01 How AI Is Reshaping Venture Capital Firms 37:11 When Four Person Startups Still Need Venture Capital 43:03 Thin Wrappers CTO Hiring And European Quality Our biggest takeaways, including Andreas's reality check on where most founders are dangerously delusional about AI: https://www.followthegradient.io/p/an... Where to find Andreas LinkedIn:   / agoeldi   b2venture: https://www.b2venture.vc Blog (Innospective): https://innospective.net/ 🎙 Follow the Gradient: conversations about building a business from Europe while staying sane. Hosts: Melanie:   / melaniexgabriel   Christian:   / christian-woese   Subscribe & follow: Newsletter: https://www.followthegradient.io YouTube:    / @followthegradient   LinkedIn:   / followthegradient   X: https://x.com/followgradient Instagram:   / followthegradient