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Sabtu, 07 Maret 2026

SaaSquatch or SaasSquash?

Last week, Marc Benioff addressed the growing "SaaSpocalypse" narrative head-on. His response? "If there is a SaaSpocalypse," Marc said, "it might be eaten by the SaaSquatch because there are a lot of companies using a lot of SaaS because SaaS just got a lot better with agents as a service."

It was the classic Benioff that I know. He's a colorful, confident, and competitive guy. But he always backs up his talk with numbers. Just months after launching their new Agentforce IT service, they already have 180 customers.

His point? AI is like rocket fuel, or a super soldier serum. Inject AI into a SaaS company, and it becomes the SaaSquatch, just like how Steve Rogers became Captain America.

But is it really that simple?

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Sabtu, 21 Februari 2026

No One is Safe

Was the stock market justified in giving the technology industry a huge haircut (maybe even a decapitation!) this month? Is SaaS going the way of print media in the 90s?

The narrative goes something like this: AI—especially LLMs—has broken the old rules of software. Technical functionality is about to become completely commodified. The moats are gone, and the margins will soon follow. The magic is over.

Chris Paik, Cofounder and General Partner at Pace Capital, put it bluntly: "SaaS, ARR, magic numbers—these are all shorthand to understand the old model of business building in software, one where the expense associated with creating software was a moat. The invisible hand has been stayed in software for a long time, but LLMs will usher in its swift, familiar corrective force. Majoring in computer science today will be like majoring in journalism in the late 90's."

Right now there's also a lot of smart investors and executives scratching their heads, saying that this sure feels like an overreaction. Here's my take: I don't know about short-term stock fluctuations, but what we're seeing is clearly a signal. And it's a signal we have to take seriously.

I speak from experience.

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Zuora Inc.101 Redwood Shores Parkway
Redwood City, CA 94065
info@zuora.com | Phone: (800) 425-1281
© 2026 Zuora Inc. All Rights Reserved.

If you wish to update your email preferences: Visit our Subscriber Portal, or
unsubscribe from future emails.

If you wish to update your email preferences, visit our Subscriber Portal, or Unsubscribe from future emails. You can also email us at unsubscribe@zuora.com.

Sabtu, 14 Februari 2026

Quenched Disorder and Greedy Actions: Inside Paywall 3.0

In my last column, I discussed how AI paywalls dramatically outperform paywalls operated by teams of expert editors. That invited some skepticism (eg. "How does the AI know when a big story breaks?"), so let's drill into how these new paywalls work, and let's see if we can identify some insights beyond the media industry into technology and AI in general.

How does a system learn, evolve, and react to changing conditions in real time? Well, how do you do it? You can't just passively receive signals. You also have to transmit some of your own.

These new paywalls are constantly monitoring and reacting to new traffic sources and patterns. But crucially, they also send out their own signals in order to learn and adapt, much like bats use echolocation.

Here's where things get a little random.

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Sabtu, 24 Januari 2026

Subscribed Newsletter: The Financial Times Meets Paywall 3.0

The Financial Times Meets Paywall 3.0

Just over a year ago, the Financial Times made a deeply consequential decision. Instead of relying on fixed rules to govern access to articles, it launched a new AI-driven paywall that learns on its own, deciding who sees content freely, who receives an offer, and what that offer should be.

The impact was decisive. Conversion rates rose 92%. Progression through the subscription funnel increased 118%. Subscriber lifetime value jumped 78%. Just as importantly, the system reduced manual overhead, freed engineering capacity, and gave the FT confidence to pursue more ambitious reader-revenue strategies than static paywalls ever allowed.

But here's the cool part. Those numbers matter not because they are exceptional, but because they are repeatable.

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Halaman

Sabtu, 07 Maret 2026

SaaSquatch or SaasSquash?

Sabtu, 21 Februari 2026

No One is Safe

Sabtu, 14 Februari 2026

Quenched Disorder and Greedy Actions: Inside Paywall 3.0

Sabtu, 24 Januari 2026

Subscribed Newsletter: The Financial Times Meets Paywall 3.0