{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"NC Tweener Talks","title":"Will AI Kill SaaS? Triangle Founders Want to Know! We Deep Dive Into the SaaSageddon with Joe Mancini, GP at Front Porch Ventures","html":"","width":"100%","height":180,"duration":3117,"description":"This episode is a big one. There’s a lot of noise right now around AI, venture, and whether SaaS is fundamentally broken. Public markets are re-rating software companies. Seed rounds are shifting. Pricing models are changing. And founders are asking the same question:\n“Are we toast?”\nJoe Mancini from Front Porch is in a unique position to answer that. His firm sits inside dozens of funds and startups across the Southeast and beyond. He sees what’s working, and what’s not, in real time. So we dug into the thesis behind their “SaaS is Dead” piece, what it actually means, and what founders should be doing right now.\nHighlights covered\nWhy SaaS is being re-rated in public markets\nWhether this is permanent or cyclical\nAI-native vs. AI-immigrant companies\nThe collapse (and split) of the traditional “seed” round\nWhy vertical SaaS may explode in this era\nHow founders should think about churn in the AI era\nInternal resistance to AI adoption (and why it’s dangerous)\nWhat venture firms are actually looking for right now\nThe next decade belongs to founders who deeply understand their vertical, obsess over customer value, and move fast enough to build moats before the standards settle.\nTimestamps:\n07:00 – From sports radio to venture capital\n10:30 – The hybrid fund model explained\n16:50 – Why they wrote “Yes, SaaS Is Dead”\n18:00 – The SaaS public market re-rating\n21:00 – The split in seed investing\n23:30 – AI-native vs AI-immigrant companies\n27:00 – The 3-layer cycle of every tech revolution\n30:00 – The 2x2: where opportunity lives now\n33:00 – Why vertical beats horizontal right now\n38:00 – Internal AI adoption is non-optional\n39:30 – The shift from seat pricing to performance pricing\n51:00 – What actually counts as a moat in AI\n\nWhere to Find Joe Mancini:\nLinkedIn: https://www.linkedin.com/in/jpmancini/\nFront Porch Venture Partners: https://www.frontporchvp.com/\nWhere to Find Scot Wingo: \nLinkedIn: https://www.linkedin.com/in/thescotwingo/ \nTweener Times:...","thumbnail_url":"https://img.transistorcdn.com/UEzoK7N1siD9YRaSVBWfZ8B3suSS2aonEIZ5NwBH1Gs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NjBh/YWVhZTA4ZTUyY2Fl/MDdhNzQwZWFhNDI4/MDc3Zi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}