About this episode
Didi and Lital discuss the impact of AI on SaaS, interspersed with a Leonard Cohen song draft and insights on tech industry trends.
Didi and Lital open with banter about warming weather and skiing, then do a Leonard Cohen song draft, discussing tracks including “Everybody Knows,” “Who by Fire” (linked to Cohen singing to Israeli soldiers in the 1973 Yom Kippur War and the Yom Kippur prayer), “Chelsea Hotel,” “Dance Me to the End of Love,” “First We Take Manhattan,” “Hallelujah” and its many versions, and “Tower of Song.” They pivot to AI and the “SaaS is over” narrative after Anthropic/Claude demos that shook marketing and cybersecurity stocks, plus a COBOL-to-modern-code tool and layoffs at Block. They argue systems of record and data gravity (e.g., Salesforce, Snowflake, Splunk) persist, while “analytics on a database” and generic workflow tools face disruption unless they add vertical know-how, compliance, and anticipatory agents. They emphasize cutting org bloat, prioritization, and building recurring “Advil not vitamin” products, citing Navan’s AI-driven corporate travel approach as an example. Topics 00:25 Weather and Ski Banter 02:07 Weekly Playlist Theme Setup 04:56 Leonard Cohen Picks Begin 07:10 Song Stories and Covers 11:48 Hallelujah and Final Pick 14:20 Pivot to AI and SaaS Panic 17:35 Claude vs…
People in this episode
Hosts: Didi, Lital
Topics covered
- AI
- SaaS
- Leonard Cohen
- Corporate Travel
- Tech Layoffs
- Data Gravity
- Workflow Disruption
Keywords
- AI
- SaaS
- Leonard Cohen
- Corporate Travel
- Tech Layoffs
- Data Gravity
- Workflow Tools
Mentioned in this episode
Organizations: Anthropic, Block, Salesforce, Snowflake, Splunk, Navan
Products: COBOL-to-modern-code tool
Books & works: Hallelujah, Chelsea Hotel, Dance Me to the End of Love, First We Take Manhattan, Everybody Knows, Who by Fire, Tower of Song
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