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I don't even think this is new in the AI era. A SaaS whose whole business thesis was "you all need x, save money by paying us to do it" has always been a loser. You need insight and expertise about your customers that they themselves don't have.

Alex Wise@engineer.sitereliability.best

The SaaS thesis of "lots of companies have a problem shaped like this. it's too expensive to solve alone but they could pool their money" is a loser, and consultancies will eat them. The SaaS thesis of "I have deep domain knowledge my customers don't i can expose via software" will remain a winner.