Is the new age of AI agents about to kill niche B2B SaaS businesses? Many first-time founders worry that tools like ChatGPT or custom AI builders will make off-the-shelf SaaS products obsolete, but it could simply herald a new evolution of SaaS.
In this episode, Yaniv is joined by Rob Walling, serial founder, investor, and author of The SaaS Playbook, to break down why B2B SaaS still outperforms other business models and how founders can build defensible products – even in an AI-driven world.
They explore the fundamentals of recurring revenue, why vertical SaaS wins over horizontal competitors, and the real opportunities AI creates for startup builders.
In this episode, you will:
- Understand why recurring revenue outperforms one-off sales for stability and growth.
- Learn how vertical and orthogonal SaaS niches beat large horizontal players.
- Discover the importance of high margins and why bootstrapping B2B SaaS is often possible.
- Evaluate how net revenue retention and negative churn can exponentially increase enterprise value.
- Apply Rob’s 2-20-200 framework to validate and launch your own SaaS idea.
- Explore how to use AI as a feature or an enabler rather than seeing it as a threat.
- Gain insights on positioning, pricing, and finding your ideal customer profile in crowded markets.
Learn more about Rob Walling and his work here: https://robwalling.com
The Pact
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- Follow, rate, and review us in your listening app
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Key links
Get your question in for our next Q&A episode: https://forms.gle/NZzgNWVLiFmwvFA2A
The Startup Podcast website: https://www.tsp.show/episodes/
Learn more about Chris and Yaniv
Work 1:1 with Chris: http://chrissaad.com/advisory/
Follow Chris on Linkedin: https://www.linkedin.com/in/chrissaad/
Follow Yaniv on Linkedin: https://www.linkedin.com/in/ybernstein/
Producer: Justin McArthur https://www.linkedin.com/in/justin-mcarthur
Intro Voice: Jeremiah Owyang https://web-strategist.com/
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