Ep. 195 - Why Code No Longer Drives SaaS Value in the AI Era | saas.group
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Bill McDermott argues the “SaaS apocalypse” narrative is overstated, saying replacing enterprise workflow platforms with language models could cost up to 10× more than using existing systems. He positions platforms like $NOW as the control layer that connects models, data, and enterprise workflows rather than being replaced by them, reinforcing the role of system-level software alongside AI.That framing supports the broader resilience case across enterprise leaders like $MDB, $CRM, and $MSFT as
0:44
Bill McDermott argues the “SaaS apocalypse” narrative is overstated, saying replacing enterprise workflow platforms with language models could cost up to 10× more than using existing systems. He positions platforms like $NOW as the control layer that connects models, data, and enterprise workflows rather than being replaced by them, reinforcing the role of system-level software alongside AI.That framing supports the broader resilience case across enterprise leaders like $MDB, $CRM, and $MSFT as
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