Every SaaS founder is asking the same question right now: if AI agents can do the work, who wins? One veteran investor and operator, who’s spent decades building and backing SaaS companies, opens with a short presentation making the case that the answer has less to do with your product and more to do with your distribution — specifically, whether your agents are making decisions with real context or flying blind. This leader then sits down for a candid fireside digging into what’s actually being seen across the portfolio: unit economics under agentic AI, what’s happening to token-based pricing, and which operators are quietly getting this right versus which ones are underestimating how badly their agents are operating blind.
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