Hey, great read as always. This 'SaaSpocalypse' feels so dramatic, but you really lay out the underlying shifts well. Do you think this valuation reassessment will spur a new wave of leaner, perhaps more efficient, AI-native SaaS companies, or just a temporary rebalansing? Always appreciate your insights!
I've been wondering about this SaaS issue for a while but hadn't happened to run into any articles on the topic until I saw yours. Nice writeup. I think it might make some sense to distinguish between different classes of SaaS products though--e.g., between the ones that are more or less just a fancy wrapper over DB queries (yes, I know that's an oversimplification) and the ones that embody some deep IP or domain knowledge that's at least theoretically a bit or a lot hard to replicate. I think the latter class isn't quite as exposed, at least not yet.
What stands out is incentives. Sales efficiency broke before agents arrived, AI just exposed it faster.This kind of breakdown helps separate temporary panic from structural change, which is where real opportunity usually forms.
Hey, great read as always. This 'SaaSpocalypse' feels so dramatic, but you really lay out the underlying shifts well. Do you think this valuation reassessment will spur a new wave of leaner, perhaps more efficient, AI-native SaaS companies, or just a temporary rebalansing? Always appreciate your insights!
I've been wondering about this SaaS issue for a while but hadn't happened to run into any articles on the topic until I saw yours. Nice writeup. I think it might make some sense to distinguish between different classes of SaaS products though--e.g., between the ones that are more or less just a fancy wrapper over DB queries (yes, I know that's an oversimplification) and the ones that embody some deep IP or domain knowledge that's at least theoretically a bit or a lot hard to replicate. I think the latter class isn't quite as exposed, at least not yet.
What stands out is incentives. Sales efficiency broke before agents arrived, AI just exposed it faster.This kind of breakdown helps separate temporary panic from structural change, which is where real opportunity usually forms.