In this episode of The Insurgent Mindset, Matt and Rondo explore how AI is reopening one of the oldest questions in enterprise technology: should companies build or buy their software?
For decades, the complexity and cost of building custom systems created a powerful moat for enterprise software vendors. AI agents are beginning to weaken that advantage, making customised software faster, cheaper and more adaptable to the way individual businesses actually operate.
Matt and Rondo explore what this means for the SaaS model, from the rise of “SaaS bloat” and pressure on general-purpose applications to the emergence of AI-native challengers and outcome-based pricing. They examine why specialised, industry-specific software may prove more resilient, and why simply adding AI features to an existing product may not be enough for incumbents.
But the biggest question isn't whether every company should start building its own software. It's which capabilities are strategically important enough to own, and where software can create new value or remove a meaningful constraint on the business.
As the economics of enterprise software continue to shift, leaders face a new strategic choice: what should you build, what should you buy, and how quickly should you be willing to change course?
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Hosted by seasoned strategy consultants Matt Tice and Rondo Moses, with a combined 50 years of experience, this podcast will challenge you to transcend the status quo and reshape how you think about and approach competing in the business marketplace. Learn more at www.insurgencegroup.com.
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This podcast is hosted by Matt Tice & Rondo Moses
Produced by Faith Moavenzadeh
Original Music by Caius Tice