Published 4 Feb 2026
Duration: 1631
The shift to cloud-based software has transformed enterprise operations, but its growth is now hindered by stagnant valuations and the increasing costs of incorporating AI features, while the future of software ownership and development remains uncertain.
Are we ready to move into an era of wild predictions about where the future of Enterprise software is headed in 2026 and beyond? SHOW: 999 SHOW TRANSC...
The podcast explores the transformation of enterprise software from hardware-dependent systems to modern, portable solutions made possible by commodity hardware and the rise of SaaS. It highlights how SaaS has modernized business operations but also addresses current challenges in the industry, including stagnant valuations and the increasing costs of integrating AI features, which are undermining traditional growth strategies. The discussion delves into the potential for AI to revolutionize legacy software, though the outcomes of such transformations remain uncertain.
The conversation also examines emerging innovations in agentic-driven software, where autonomous agents handle development and maintenance, potentially reshaping enterprise practices and fostering new software communities. Broader strategic questions are raised about the future of software ownership, the balance between internal and external AI development, and whether the shift toward AI-first approaches will result in more efficient, unique solutions or introduce new layers of complexity to the software ecosystem.
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