May. 4 at 4:58 PM
$APP Adam Foroughi counters the "SaaS is dead" narrative by arguing that AI is actually the ultimate margin expander for software, transforming companies into hyper-efficient entities capable of generating massive revenue with minimal headcount. He posits that while AI might commoditize simple features, it cannot replicate the distribution power, proprietary data loops, and execution moats that established leaders possess. Foroughi views the shift away from per-seat pricing not as a death knell, but as an evolution toward outcome-based models where software captures more value by delivering direct results. In his view, the future belongs to lean "A-player" teams who use AI to turn software into a high-margin, automated profit engine, effectively entering a "Golden Age" of software rather than its extinction.
