Inside the SaaSpocalypse: What Agents Mean for Software Businesses

The rise of AI agents that can write their own software has rocked software companies on the public markets. Are investors over-reacting, or is this just the beginning of the end for software businesses? Evan Skorpen, an investor at Lead Edge Capital, and Nimesh Mehta, the Chief Information and Strategy Officer of National Life Group, bring us inside the software disruption. Which software companies will be obsolete in a year? Which will make themselves indispensable to AI agents?

Join The Information's Kevin McLaughlin and Laura Bratton as they discuss the future of software businesses with Evan Skorpen, an investor at Lead Edge Capital, and Nimesh Mehta, the Chief Information and Strategy Officer of National Life Group.

Thursday, April 9^th, 2026
11:00 am PT / 2:00 pm ET

As developers and companies use AI agents to write and deploy software, the foundation of the SaaS industry is being tested in real time. The Information's Kevin McLaughlin and Laura Bratton will unpack whether the recent market volatility reflects short-term panic or a deeper structural shift. With investor Evan Skorpen, the discussion will explore how valuations and growth expectations are evolving as commercial AI adoption accelerates.

National Life Group's Chief Information and Strategy Officer Nimesh Mehta will bring an enterprise perspective on how companies are adapting their technology strategies to this new reality. The panel will discuss whether software companies risk becoming obsolete, where new opportunities are emerging and how businesses can position themselves to stay indispensable in a new landscape filled with AI agents.