Alexander Theuma is retiring the SaaStock brand after a decade and launching Shift AI, a new conference focused on the post-SaaS era. The move is driven by $2 trillion in SaaS market cap erased in Q1 2026, the structural collapse of per-seat pricing, and AI agents automating the workflows that SaaS companies monetize. Per-seat pricing adoption has dropped from 21% to 15% in a year, while 70% of enterprises now demand usage- or outcome-based contracts. The final SaaStock runs in Austin on April 15-16; the first Shift Europe event will be held in Barcelona on October 13-14, 2026. Theuma frames the rebrand not as a commercial pivot but as a recognition that the SaaS category itself is no longer the defining frame for enterprise software.
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