Every SaaS founder is asking the same question right now: if AI agents can do the work, who wins? Andrew Waitman, who’s spent decades building and backing SaaS companies, and Aydin Mirzaee, who’s spent the last few years building an AI agent that actually does that work at Fellow, open with a short co-presentation on why the answer comes down to distribution — whether your agents are working with real context or flying blind. Then they sit down together for a candid fireside on what they’re seeing from both sides: unit economics under agentic AI, what’s happening to token-based pricing, and which operators are getting this right versus which ones are flying blind and don’t know it yet.
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