In this episode of the SaaS Revolution Show our host Alex Theuma is joined by Philippe Botteri, partner at Accel, who shares the 2024 Accel Europe: AI Eating Software. "Just look at the past couple of years, there's been $56 billion invested in AI companies and two thirds of that has gone into the top six companies of each region of the US and Europe, and also two thirds of that money has gone into foundation models. So what we're seeing is AI is really driving the growth and very concentrated in a very small number of companies both in the US and Europe." Philippe shares: • Capitalising on AI to drive growth • Increasing investment outside of foundational models • Why 2025 is going to be the year of the agentic revolution • Growth vs profitability: what's driving the momentum for software companies • The Game of AI Thrones - will it be a winner takes all market? and more! Check out the other ways SaaStock is serving SaaS founders 🇺🇸 SaaStock USA 2025: 13-15 May 2025 | Austin, Texas. Connect, learn and thrive at the leading conference for B2B SaaS Founders, Operators and Investors from Pre-Seed to Series C. (https://ti.to/saastock/saastock-usa-2025) 🇮🇪 SaaStock Europe 2025: 12-14 October 2025 | Dublin, Ireland. "The best SaaS conference for founders, execs & investors in Europe, period." - Christoph Janz, Partner, Point Nine. (https://share.hsforms.com/1FbUpCXpJT8um3MehUUYcAg3upof) 🤝 SaaStock Founder Membership: A private members group of B2B SaaS founders between $100K - $10M ARR who are committed to growth and helping others (https://www.saastock.com/founder-membership/) 🌎 SaaStock Local: Monthly meet-ups in cities all around the world, bringing together SaaS enthusiasts and experts to discuss the most pressing topics in SaaS (https://local.saastock.com/home)