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by carlosft
136 days ago
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I think the pressure on SaaS margins won't be from customers vibing their way to Figma or DataDog but because gen AI will bring a lot more credible competition in many segments. DD and Figma are probably awful examples because those companies are constantly pushing the envelope, but there are a lot of rent seeking SaaS providers that are going to be in for a rude awaking. |
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