CTOs-CPOs for Research on SaaS to AI-Native Transition-Valuation Gap

Investors have shifted. In 2021, SaaS revenue was enough. In 2025, firms are being evaluated on their "AI Intrinsic Value". But a dangerous trend is emerging in the post-Series B market: The "Wrapper Discount". Companies that simply slap a chatbot (OpenAI wrapper) on top of legacy SQL databases are seeing flat valuations. Why? Because wrappers have no moat. Today, I’m kicking off a new research series: "The Valuation Gap." I am looking to interview a select cohort of technical leaders (CTOs/CPOs) who are navigating the transition from Legacy SaaS to AI-Native Data Structures. My hypothesis? The next wave of funding won't go to "AI Users." It will go to "Deterministic Engines"—firms building proprietary knowledge graphs, not just vector search. I’m looking for 10 leaders to stress-test this framework against reality. If you are navigating this pivot, I'd value your perspective in the initial dataset. #AI #SaaS #Valuation #SeriesB #TechStrategy