Tomasz Tunguz on How AI is Changing the Future of SaaS

The SaaS Revolution Show

In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Tomasz Tunguz, General Partner at Theory Ventures and SaaStock Europe 2024 speaker, who shares how AI is changing the future of SaaS. "AI will be a key part of the product. I would characterise the last two years as adding AI features on top of existing platforms, and I think we're starting to see humans adjust, and when humans adjust, the workflows will change, and when the workflows change, there'll be an opportunity to un-see the big systems of record." Tomasz shares: • What makes a founder investable, from Einstein's compounding interest to selling a market • Where we'll see greater and greater efficiency gains businesses at scale • Why upcoming workflows changes lend to unseating the biggest systems of record • The future of AI and how it'll change SaaS architecture and positioning • The significant pressure that horizontal SaaS is facing, and what companies like Salesforce, Glean and Klarna are doing as a result • How to ensure that the AI brought into your SaaS gives you an edge and is not just commoditisation and more.Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2025: 13-15 May 2025 | Austin, Texas. Connect, learn and thrive at the leading conference for B2B SaaS Founders, Operators and Investors from Pre-Seed to Series C. (https://ti.to/saastock/saastock-usa-2025) 🇮🇪 SaaStock Europe 2025: 12-14 October 2025 | Dublin, Ireland. "The best SaaS conference for founders, execs & investors in Europe, period." - Christoph Janz, Partner, Point Nine. (https://share.hsforms.com/1FbUpCXpJT8um3MehUUYcAg3upof) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)