Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Sourcery

Content provided by Sourcery with Molly O'Shea. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sourcery with Molly O'Shea or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

3d ago 20:42

MP3•Episode home

Manny Medina, Co-Founder & CEO of Paid and former CEO of $4.4B Sales Tech company, Outreach, hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses.

Roughly $300 billion in SaaS revenue remains “trapped” in legacy pricing and delivery models. After scaling Outreach to 6,000 customers, 220,000 active users, and $250M in ARR, Manny saw firsthand that many SaaS monetization frameworks don’t fit agentic systems, which perform full end-to-end workflows rather than individual user-driven tasks. This gap led him to build Paid, the platform designed to help companies measure, price, & manage the economics of agents.

And it's working.. early customers have reported 20–40% revenue growth within six months of adopting the platform.

With $33.3M in total funding, Paid is backed by Sequoia Capital, Lightspeed Venture Partners, EQT Ventures, GTM Fund, & FUSE.

Timestamps

(00:00) Why Manny built Paid after Outreach
(01:05) The $300B trapped revenue problem
(02:00) Why seat-based pricing breaks for AI agents
(03:10) How agents perform full end-to-end workflows
(04:00) Early use cases: support, ops, underwriting
(05:20) SaaS companies shifting to agentic models
(06:15) Pricing agents on outcomes, not seats
(07:10) Managing margins + model costs
(08:00) Founder-led sales and early GTM
(08:55) Why efficiency must start on day one
(09:40) Palantir-style, forward-deployed culture
(10:30) How Paid helps companies monetize agents
(11:20) Education needed for SaaS pricing change
(12:10) What the next 12–24 months look like for agents
(13:00) Manny’s outlook on the agentic economy

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery

• Carta—Carta connects founders, investors, and limited partners through software purpose-built for private capital. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software & services lays the groundwork so you can build, invest, and scale with confidence. https://carta.com/sourcery/?utm_medium=newsletter&utm_source=sourcery&utm_campaign=20250923-amer-carta_sourcery_data_insights

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery

Follow Sourcery for the latest updates!

https://www.sourcery.vc/

Disclosure

Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

103 episodes

#Trading #Business #Sourcery with Molly O'Shea