TLDR Tech / Founders
The heat-death of SaaS
AI-native companies will be good at building agents and augmented experiences, while incumbents will not. Every company is trying to list itself as AI-native or agentic, but few will make the transition to being a market leader in the AI era. The companies that will win in the next era need to serve as an Agent Substrate, which means more than just slapping a chatbot onto a legacy interface. Legacy SaaS companies will not go to zero, but they will gradually become irrelevant.
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