AI + SaaS: The New Software Supercycle

In this episode of State of AI, we explore how artificial intelligence is reshaping the foundations of the software industry. Drawing on insights from McKinsey’s 2025 report Upgrading Software Business Models to Thrive in the AI Era, we unpack how AI is transforming SaaS from a tool that enables work to a platform that performs it.Learn why traditional subscription models are evolving toward consumption-based pricing, how companies like Salesforce, Adobe, and ServiceNow are experimenting with AI-driven monetization, and what it takes to align pricing, GTM strategy, and customer value in the new AI economy.We’ll also dive into:The $4.4 trillion productivity potential of AI in enterprise softwareReal-world examples of AI monetization success and failureWhy change management now costs 3x more than model developmentHow CFOs and GTM teams can prepare for AI-driven revenue modelsThe new role of AI agents in redefining customer value and pricingIf you’re a tech executive, SaaS founder, or digital strategist, this episode will help you understand how to adapt your business model to capture the next software supercycle.