Alex Theuma
CEO & Co-Founder
LinkedInThe conference for leaders building software in the AI era
The question isn't whether AI changes software. It already has. The question is whether you're building what comes next — or being replaced by it.
For a decade, we watched B2B software grow from a cottage industry into a global force. We were in the room when companies like Intercom, Paddle, and Personio got their start — and we're building the room for what comes next.
"The per-seat model built the industry. AI is breaking that link. This is not a cyclical problem. It is a structural one."
$2 trillion in SaaS market cap has been erased in early 2026. The SaaSpocalypse isn't coming: it's here. Every incremental budget dollar is flowing to AI infrastructure. The seat-based model is under existential pressure. Companies that fail to transition risk becoming zombie SaaS - profitable but stagnant, with no growth path.
So we are building something new. Not a new SaaS Conference but a conference for what software is becoming.
Shift AI is the conference for founders building software in the AI era. The transformers navigating the platform shift. The builders creating AI-native companies from scratch. The allocators deciding where the next decade of software budgets flows. This is where that conversation happens.
You built a SaaS company. It's real, it's growing, and AI is now an existential question. You need the playbook for the platform shift — how to reprice, rebuild your GTM, and stay relevant when agents are replacing the seats you sell.
You're building AI-native from scratch. You've seen Lovable reach $100M ARR with 50 people. You know the old rules don't apply. You want the community that helped build B2B SaaS to help build what comes next.
You're a VC, an operator-turned-investor, or an enterprise buyer with real budget. You need to be in the room where founders are making bets — not the room where they're presenting decks.
"We built a $10M ARR company on the per-seat model. Last year I realised that model was going to be the problem, not the solution. The conversations I had were the ones that helped me figure out what to do next. Shift AI is where I'm going to figure out whether I got it right."
"We're rebuilding our entire product around AI agents. The questions I have, nobody has written a playbook for yet. This is the room where we figure it out together."
"There's a massive divide building between AI first founders and other founders who are moving too slow. After interviewing 3,800+ founders on my podcast, the winners and fast growers are building AI into everything they do. The best way to catch up on the latest strategy is to meet these fast growing founders at events created by Alex and his team at Shift AI. Don't miss Shift Europe!"