Speed Wins: Noel Goggin on AI and the SaaS Reset

In this episode of The Margin, Andrew Dailey speaks with Noel Goggin about how AI is reshaping enterprise software and why speed is becoming the ultimate competitive advantage. Drawing on his experience leading Conga and navigating multiple technology transitions, Noel explains why seat-based SaaS models are under pressure, how companies can rapidly test new pricing strategies, and what it takes to reinvent products without losing existing customers. They explore the organizational changes required to increase “clock speed,” reduce friction, and create capacity, as well as the growing role of agentic AI and internal development. The conversation closes with Noel’s outlook on software valuations, M&A, and where the market is headed over the next few years.What You’ll Learn in this Episode: Why seat-based SaaS models are under pressure  How AI accelerates pricing and product experimentation  The challenge of balancing renewals with AI-driven growth  Why “clock speed” is now a key competitive factor  How agentic AI is shifting build vs. buy decisions