From SaaS to AI-First: A Candid Conversation on the Future of Software Investing

AI is reshaping the software industry faster than any technology shift before it, and investors, operators, and founders are all asking the same question: what happens next? In this exclusive webinar, K1’s Neil Malik joins Allocate’s Samir Kaji to unpack the rise of AI, the future of SaaS, and why headlines about a “SaaS apocalypse” may be missing the bigger picture. Together, they explore how AI is transforming software development, infrastructure, customer expectations, and investment strategies across every sector.

Through real-world examples from K1’s portfolio, the conversation dives into what separates companies that will thrive in the AI era from those at risk of disruption. From regulated industries and vertical SaaS to data moats, workflow automation, and AI-native products, this discussion offers practical insight into where technology and private markets are headed next. Whether you’re an investor, founder, or operator navigating the AI wave, this webinar delivers a thoughtful look at the opportunities, risks, and long-term implications shaping the future of software.