Charles HudsonFounder and Managing Partner, Precursor Ventures

Is SaaS on the brink of a renaissance or extinction?

29 Jan 2026 · 0 min

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This content was created by Charles Hudson. This content was uploaded by Charles Hudson. This is a YouTube video titled "Is SaaS on the brink of a renaissance or extinction?" (posted January 29, 2026). The excerpt is a single speaker (labeled SPEAKER A) discussing SaaS vendors' tactics around AI — arguing some vendors stall by promising upcoming AI features to retain customers, and citing Google and Gemini as an example of a provider that has closed the AI gap and given customers less reason to leave G Suite.

I think the smart SaaS vendors that I've seen are trying to stall for time and telling their customers, we have AI things that are coming. Look, here you go. Look over here. Yeah, we're going to catch up. And I think a good example is Google. I think Google, like with Gemini, really did catch up and close the gap. And I'm sure if you were thinking about moving off of G Suite, you may be like, well, Google's, like, giving me some of the AI stuff I want. It's pretty good. Maybe we don't have to move after all.