75% of SaaS Companies Will Disappear ft. Brett Queener (Bonfire Ventures) скачать в хорошем качестве

75% of SaaS Companies Will Disappear ft. Brett Queener (Bonfire Ventures)

Ready to churn less and win more? 🏆 Subscribe for a simple, once-a-month rundown of the episodes at gainsight.com/unchurned 18 months ago, venture capitalist Brett Queener made a bold prediction: 75% of customer-facing software companies would disappear. Now he’s back—with receipts. On this episode of Unchurned, Brett explains why traditional SaaS moats have collapsed, why “system of record” is no longer defensible, and why we’ve entered a new era of agentic software—where you don’t buy tools anymore… You hire them. Brett introduces what he calls the Judgment Layer—the only remaining defensible advantage in AI-powered products. In a world where agents can build, code, write, and self-organize, your job shifts from operator to manager. And your product’s job shifts from workflow engine to embedded judgment engine. If you build, invest in, or buy software, this episode is required listening. --- Timestamps 0:00 - Preview & Introduction 2:15 - From GPT moment to Agents 4:02 - Survival in the AI era 6:50 - Meet Brett 8:00 - Why SaaS moats disappeared 10:40 - The Judgment Layer explained & Feedback loops 13:58 - Hiring software vs. buying software --- What You’ll Learn Why most SaaS companies are now replaceable Why embedded judgment is more valuable than workflow automation The new decision framework for buy vs. build Why the humanities may outperform pure STEM in the AI era What founders must build to remain defensible --- Want the playbook, not just the conversation? Subscribe for deep-dive, actionable breakdowns from every episode at unchurned.substack.com. --- Where to Find Brett Queener LinkedIn:   / brettqueener   Substack Article: https://queener.substack.com/p/in-the... Bonfire Ventures: https://www.bonfirevc.com/ --- Where to Find Josh: LinkedIn:   / jschachter   Unchurned Substack: https://unchurned.substack.com/