Agentic SaaS Talks, 2025 Year in Review
Michael Cooper, Bill Tarr, Markus Kaiser and Ermin Dzinic review 2025 on Agentic SaaS Talks and make predictions for 2026. They trace the show from SaaS Mondays articles to the current name and 19 guest episodes, and Markus recalls AI coding hallucinating functions at the end of 2024 before it became a required skill by April or May. Bill revisits the Rox episode and the one-person unicorn, and the panel covers the HoneySales pivot, John Lorance on abstracting cloud primitives, and digital identity for people and agents. Predictions include fewer acqui-hires, data companies gaining, LLMs becoming commodities, control planes growing in importance, and context engineering as the word of 2026. Listeners get a candid account of what changed for SaaS founders and engineers during 2025.
Timestamps
00:00Welcome and the 2025 year in review lineup02:30How SaaS Mondays became Agentic SaaS Talks09:30How fast did AI coding go from toy to required skill?14:30Are we all AI supervisors? Rox and the one-person unicorn20:00How do startups avoid being swallowed by bigger rivals?24:00Why AI makes acqui-hires and idea-only exits less likely27:00HoneySales: pivoting from outsourced sales to agentic29:30John Lorance on cloud primitives, Vercel and Supabase34:30How should identity work for people and agents in AI?37:30Designing apps for agents behind conversational entry points39:30Joshua Mckenty on digital identity, NASA and OpenStack42:302026 prediction: today's AI tools get disrupted44:30Predictions: data layer, commodity LLMs, control planes47:30Prediction: monetization and what acquirers will pay for51:30Unstructured data, integration, and business beyond product54:30Context engineering and diffusion LLMs for low-latency voiceAbout This Episode
- What is "Agentic SaaS Talks, 2025 Year in Review" about?
- Michael Cooper, Bill Tarr, Markus Kaiser and Ermin Dzinic review 2025 on Agentic SaaS Talks and make predictions for 2026. They trace the show from SaaS Mondays articles to the current name and 19 guest episodes, and Markus recalls AI coding hallucinating functions at the end of 2024 before it became a required skill by April or May. Bill revisits the Rox episode and the one-person unicorn, and the panel covers the HoneySales pivot, John Lorance on abstracting cloud primitives, and digital identity for people and agents. Predictions include fewer acqui-hires, data companies gaining, LLMs becoming commodities, control planes growing in importance, and context engineering as the word of 2026. Listeners get a candid account of what changed for SaaS founders and engineers during 2025.
- What topics does this episode cover?
- This episode is filed under AI & Agents, SaaS Strategy, Cloud Infrastructure on Agentic SaaS Talks.
- How long is this episode, and when was it published?
- "Agentic SaaS Talks, 2025 Year in Review" runs 56 min and was published on January 9, 2026.
- What are the key moments in this episode?
- Key moments include: How SaaS Mondays became Agentic SaaS Talks; How fast did AI coding go from toy to required skill?; Are we all AI supervisors? Rox and the one-person unicorn; How do startups avoid being swallowed by bigger rivals?; Why AI makes acqui-hires and idea-only exits less likely; HoneySales: pivoting from outsourced sales to agentic; John Lorance on cloud primitives, Vercel and Supabase; How should identity work for people and agents in AI?. The timestamps on this page jump to each one on YouTube.
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