PODCAST · business
The Second Growth Curve Podcast
by Vijayanta Gupta
The C-suite and board view on the reset from SaaS to an AI-native business model. Essays, turned into short AI-produced conversations.
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The $2 Trillion Wipeout: Debating the AI-Native Structural Reset
This episode opens with the unprecedented B2B software market crash of early 2026, where the launch of Anthropic's autonomous AI agent triggered a massive $2 trillion wipeout in market capitalization. The hosts frame the existential debate now facing software CEOs and investors: as software "eats the world," what happens when the software category itself is redesigned and repriced from the foundation up? One host takes the position that we are witnessing a permanent, irreversible structural reset to an AI-native business model that threatens traditional high SaaS gross margins. The other questions whether dropping compute costs might simply make this a cyclical feature cycle. The conversation explores how AI agents are threatening the very existence of the traditional per-seat software model.
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ABOUT THIS SHOW
The C-suite and board view on the reset from SaaS to an AI-native business model. Essays, turned into short AI-produced conversations.
HOSTED BY
Vijayanta Gupta
CATEGORIES
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The Second Growth Curve Podcast currently has 1 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Second Growth Curve Podcast about?
The C-suite and board view on the reset from SaaS to an AI-native business model. Essays, turned into short AI-produced conversations.
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The Second Growth Curve Podcast has 1 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts The Second Growth Curve Podcast?
The Second Growth Curve Podcast is created and hosted by Vijayanta Gupta.
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