About this episode

Wes Bush and Nick Franklin discuss the current state of SaaS, the impact of AI, and strategies for building successful subscription businesses.

In this episode of the ProductLed Podcast, Wes Bush and Esben Friis-Jensen sit down with Nick Franklin, founder and CEO of ChartMogul, to talk about what is really happening in SaaS right now. Nick shares what he is seeing across 3,000+ subscription businesses and why the last three years have been the most disruptive period in SaaS history. He explains why AI startups are still buying traditional SaaS tools, why subscription pricing is far from dead, and how customer expectations have changed fast. Faster time to value, more functionality, and lower prices are now the baseline. The conversation also gets into how ChartMogul is adapting. Nick talks about their move into CRM, why combining revenue analytics with customer context creates new opportunities, and how AI can unlock deeper insights from complex subscription data. He also responds to the big question facing analytics companies today: if LLMs can query data directly, what role does a platform like ChartMogul play? Beyond strategy, Nick shares a grounded view on moats, competition, and what actually matters most in building a durable SaaS company. His answer is refreshingly simple: build a great product, charge fairly…

People in this episode

Host: Wes Bush

Guest: Nick Franklin

Topics covered

• SaaS
• AI
• subscription businesses
• product strategy
• analytics

Keywords

• ChartMogul
• CRM
• revenue analytics
• customer expectations
• AI insights

Mentioned in this episode

Products: Slack, Notion, HubSpot, ChartMogul

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