The Second Growth Curve Podcast Wed, 27 May 2026 19:45:18 -0400 https://vijayantagupta.com/ en-us © 2026 The Second Growth Curve Podcast yes ae7234a5-3691-5f67-be7e-5f42017840de vijayanta.gupta@gmail.com Vijayanta Gupta episodic false The C-suite and board view on the reset from SaaS to an AI-native business model.  Essays, turned into short AI-produced conversations.

]]> Buzzsprout (https://www.buzzsprout.com) AI-native, SaaS, GTM Vijayanta Gupta vijayanta.gupta@gmail.com https://storage.buzzsprout.com/1wpmet6irnqno7znptvw9shpv6cg?.jpg The Second Growth Curve Podcast https://vijayantagupta.com/ The $2 Trillion Wipeout: Debating the AI-Native Structural Reset 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.

]]> 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.

]]> Vijayanta Gupta Buzzsprout-19251190 Wed, 27 May 2026 19:00:00 -0400 2728 full false