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The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin

As the AI revolution accelerates, it can be hard to keep up with the pace of innovation. SaaStr’s AI Day 2025 brought together the top minds in the SaaS, AI and Cloud to dive deep into the intersection of AI and B2B. Featuring insights from Victor Rippabelli, CEO of Synthesia, and Tomas Tunguz of Theory Ventures, Jason Lemkin leads the discussion that covered everything from enterprise AI adoption to the evolution of video technology and the changing landscape of venture funding.

Learn about the latest advancements in AI video models and how they enhance productivity and innovation. The discussion also explores the evolving landscape of venture funding in AI, the impact of cheaper AI models on enterprise costs, the dynamics of seat-based vs. outcome-based software pricing, and the future of AI agents in business workflows. Don't miss this insightful conversation on the current and future state of AI in the enterprise.

00:00 Welcome to Digital AI Day 2025
00:31 Introduction to Synthasia and AI in B2B
03:09 The Evolution of AI Video Platforms
09:51 DeepSeek and the Future of AI
11:14 Impact of AI on B2B Applications
23:21 Fundraising in the AI Era
27:48 Challenges in Raising Growth Rounds
29:01 Market Perception and Durable Revenue
30:15 AI Hype and Enterprise Adoption
30:56 The Role of AI Agents in Business
31:54 Consolidation in the SaaS Market
33:58 Budget Allocation and AI Integration
36:23 Future of AI in Enterprise Software
43:55 Efficiency and Productivity with AI
49:28 Concluding Thoughts and Future Outlook


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