Investor Martin Tobias to argue SaaS isn't dead as AI turbocharges B2B software demand
MartinGTobias · x · 2026-11-11
Martin Tobias, GP at Incisive Ventures, announced a Nov 24 LP webinar on investing in software during the AI wave. The thesis: "SaaS isn't dead" — AI turbocharges demand for B2B software, with a chart showing labor demand declining while software value rises, positioned at the early inflection point.
More from Venture
- Indie Dev Builds Agentic Travel Monitor in a Week to Audit How AI Sees Tourism Sites — robertonappe · 2026-11-11
- Web Summit firsthand: mostly AI startups that are 'simple ideas executed via Claude' — LexSokolin · 2026-11-11
- Anthropic advances IPO plans, valuation to be set this week per TechCrunch — emmanuelvivier · 2026-11-11
- UBTECH and China Telecom's Tianyi target 1M companion robots, 100K humanoids in 3 years — emmanuelvivier · 2026-11-11
- Anthropic IPO listed at $70–$78 per share, IPO day expected Nov 30 — haydendevs · 2026-11-11
- Bittensor launches Gamma Tokens for native agent payments across subnets — markjeffrey · 2026-11-11