The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: SaaS is Dead: Why Systems of Record Will Die in an Agentic World | What Revenue Multiple Will Software Companies Trade At? | From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

Feb 16, 2026 · 01:27:38

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✨ AI Summary

Agentic AI threatens SaaS by reducing switching costs.
Future software company valuations may decrease significantly.
Klarna's CEO discusses AI's impact on customer service and workforce needs.

Guests on This Episode

SS

Sebastian Siemiatkowski

2 podcast appearances

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