Software has been sold by the seat for twenty years. Nobody has ever had to promise it worked.
Three conversations from the BRAVE archive, on what changes when software starts getting paid for outcomes instead of access, and what has to be rebuilt underneath it.
Andres Klaric spent a decade in private equity watching SaaS scale before co-founding Fuse, an enterprise lending platform. His argument: current pricing has no accountability in it, and the profit pool should sit in the outcome rather than the operating system. Rohit Jha co-founded Transcelestial in Singapore to move data over laser links. When the profitable telco side of the business was going well and his own board told him to drop space, he and his co-founder quietly moved capital into it anyway. Ori Sasson, Founder of S2T.AI, on the barbell splitting the tech workforce, and why employers now have to design jobs around outcomes rather than hours.
Watch the full episodes:
E710 Andres Klaric, Co-Founder & Co-CEO of Fuse
https://www.youtube.com/watch?v=5aHsI3gj1c0
E698 Rohit Jha, Co-Founder & CEO of Transcelestial
https://www.youtube.com/watch?v=VoQXHJnLV04
E702 Ori Sasson, Founder of S2T.AI
https://www.youtube.com/watch?v=axxDAQvqtF0
Watch, listen or read the full insight at https://www.bravesea.com/blog/ai-saas
BRAVE is Southeast Asia's leading tech podcast, hosted by Jeremy Au. Honest conversations with the region's top founders, investors, and operators on building startups in Southeast Asia.
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00:00 The "what" of AI, and the "how"
00:26 Andres Klaric: "We're at peak SaaS"
04:03 What an outcome actually means in lending
09:57 Rohit Jha: the backbone outcomes need
12:09 A ring of satellites to replace undersea cables
16:43 The space pivot the board said no to
18:03 Ori Sasson: redesign the job around the outcome
20:15 The Hollywoodization of the workplace
23:51 The barbell: superstars and everyone else
27:25 The new architecture of tech