Why 40% of Your SaaS Portfolio Is Structurally Exposed to AI | VC Brief and Discussion
A hands-on diagnostic session by Softlandia × Anand Arivukkarasu (ex-Meta)
ABOUT THIS EVENT
Chegg lost 99% of its stock. Jasper crashed from $120M to $35M in revenue. Monday.com dropped 21% in a single day.
Meanwhile, Cursor hit $2B ARR faster than any SaaS company in history. Harvey went from $3B to $11B in 12 months. Lovable reached $400M ARR with 146 people.
These aren't random outcomes. There's a structural pattern.
The Supply Chain of Intelligence™ is an 9-layer framework that maps exactly where AI companies create and lose value. It explains why some companies collapse when AI arrives, why others accelerate, and most importantly: which layers of the stack are defensible and which are about to get absorbed.
In this 90-minute interactive session, you won't just hear the framework — you'll use it. Bring your portfolio companies, your product, or your startup idea. We'll give you the diagnostic tools to map where you sit in the intelligence supply chain and whether your position is structurally sound.
WHAT YOU'LL WALK AWAY WITH
A Structural Map
The 9-layer Supply Chain of Intelligence™ — from physical compute (L0) to compound memory (L9) and why each layer has different economics, defensibility, and risk profiles.
Real Diagnostics, Not Theory
Why Chegg died while Grammarly survived. Why Lovable is winning where Wix is losing. Why Harvey has years to compound while Jasper had months. Case-by-case, layer-by-layer.
The Gravity Principle
The strategic law that governs AI company expansion: going UP the chain is natural, going DOWN is hard but smart. Learn where to enter and how to expand.
Hands-On Layer Mapping
You'll map your own company (or portfolio company) across the 9 layers live in the room. You'll leave with a diagnostic that shows exactly where you're exposed and where to invest.
WHO IS THIS FOR
VCs and investors evaluating AI-native and SaaS portfolio risk: understand which portfolio companies are structurally exposed and which have compounding advantages
Founders and operators building AI products: learn where to enter the stack and how to avoid getting absorbed by platform players
Product and strategy leaders navigating the AI transition: get a framework for making structural bets, not feature bets
YOUR HOSTS
Anand Arivukkarasu, Ex-Meta Product Leader. Creator of The Supply Chain of Intelligence™ framework.
Spent 15+ years building products at scale. Now focused on helping companies and investors see the structural map beneath the AI hype cycle.
Softlandia — The Applied AI Architects for SaaS. Helsinki & Austin.
Softlandia doesn't just advise, we build. Our venture studio has launched 6 AI-native companies (Spogen.AI, GitHits, Dobbin.ai, and more). We see the framework from the inside: what it actually takes to build defensible AI-native products from L1 data to L7 surface.
AGENDA
2:00 PM — Doors open
2:10 PM — The Framework
The Structural Shift: Why "AI Strategy" ≠ "Use More AI"
The Supply Chain of Intelligence™: 9 Layers, 32 Sub-Layers, and the laws that govern them
Case Studies: Autopsies and Accelerators — what killed Chegg, what's fueling Cursor, and why Grammarly is in the fight of its life
The Gravity Principle & Where to Play
3:00 PM — Interactive: Apply the framework
Map Your Company / Portfolio — hands-on diagnostic exercise
Group share-back
3:45 PM — In Practice
Softlandia: Building AI-Native From the Inside
Open Q&A
4:00 PM — Close + Networking
DETAILS
Location: Capital Factory, 701 Brazos St, Austin, TX 78701
Cost: Free (limited seats, approval required)
Format: In-person only. Bring a laptop or notebook for the interactive diagnostic.
Feedback from our previous sessions: