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5

Ep. 5: Is SaaS Dead?

Featuring:

Kfir Godrich,

Former Global Head of Data and AI, BlackRock

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EPISODE
5
Jun 11, 2026

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49:42

Episode Overview

Gary Hoberman and Dave Ferrucci sit down with Kfir Godrich, Found of mAIndfulness and former Chief Innovation Officer and Global Head of Data and AI at BlackRock. They examine how AI agents and generative AI are disrupting traditional SaaS and what that means for highly regulated industries like financial services and healthcare. The conversation explores the limits of AI autonomy, the importance of governance and explainability, and why the future of enterprise software will likely be a hybrid of deterministic systems and AI-driven workflows.

Key Topics

SaaS is evolving, not disappearing: While AI can replace some narrow software functions and workflows, deeply embedded enterprise applications that support complex processes, governance, compliance, and data management remain essential and are likely to be transformed rather than replaced.

Enterprise AI requires a hybrid approach: The most practical path forward combines  deterministic systems for high-stakes, regulated processes and AI-powered agents and probabilistic models for tasks such as research, productivity, data quality, and workflow augmentation.

Governance is becoming the critical enterprise challenge: As organizations deploy AI agents and AI workers at scale, they will need real-time governance, monitoring, and oversight frameworks that are as sophisticated as the AI systems themselves to manage risk, compliance, security, and operational reliability.

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