Sangeet Choudary: Who Learns Wins

About this episode

Sangeet Choudary discusses the transformative impact of AI on business models and the SaaS industry.

Sangeet Choudary is the best-selling co-author of Platform Revolution and the author of the new book Reshuffle . He has advised CEOs at more than 40 Fortune 500 companies and is currently a Senior Fellow at the University of California, Berkeley. The SaaS crash isn’t cyclical — it’s structural. AI is eroding seat-based pricing, collapsing product boundaries, and destroying the old logic of defensible SaaS moats. AI doesn’t just change tasks — it rewrites value. Focusing on “automation vs augmentation” misses the point; AI reshapes whole systems of work, competition, and advantage. Translation is the real superpower of AI. By collapsing the cost of translating across silos, AI enables coordination without standards, APIs, or shared workflows. Moats built on customer understanding are dissolving. When users can no-code, extend, or bypass tools — and adjacent platforms can invade workflows — retention logic breaks. The decisive divide is above vs below the algorithm. Those who design and own learning systems capture capital-like returns; those whose knowledge is absorbed become commoditised labour…

People in this episode

Hosts: Tim Gordon, Theos Evgeniou

Guest: Sangeet Choudary

Topics covered

• AI impact on business
• SaaS industry
• learning systems
• automation vs augmentation
• platform economy
• business redesign

Keywords

• AI
• SaaS
• platforms
• business strategy
• automation
• learning systems
• Fortune 500
• modular firms

Mentioned in this episode

Organizations: University of California, Berkeley, Fortune 500

Books & works: Platform Revolution, Reshuffle

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