The discussion highlights the transformative impact of AI on B2B applications, particularly in reducing costs and improving efficiency. AI-enabled SaaS applications have seen a dramatic reduction in inference costs, which were previously a major expense. This reduction has improved gross margins significantly, aligning AI companies more closely with traditional SaaS businesses in terms of financial performance. The conversation also explores the rapid growth of AI companies compared to traditional SaaS, driven by the enhanced capabilities and cost efficiencies AI provides. Additionally, the discussion touches on the evolving landscape of AI in enterprise video platforms, exemplified by Synthesia, which leverages AI to streamline video production and communication processes. The conversation also delves into the implications of AI advancements on pricing models and the potential for AI to drive deflationary trends in SaaS pricing, as well as the challenges and opportunities in managing a growing number of AI agents within enterprise environments.