[muzani]

I feel for the most part there's a middle ground where SaaS is profitable.

Micro companies won't buy SaaS, $20 is a lot for them. At the top, it's also too big or too important to outsource. I had a sales call with a hospital chain once that didn't want to use Slack or MS Teams because it can't meet their needs. They were building their own solution despite not being a tech company.

The happy zone is the middle range where paying $5/head is nothing. These are the companies making $10m/year and such.

But the idea is AI extends the non-paying markets at the top and bottom. The companies at the bottom can go on longer without paying for Figma. The companies at the top are more likely to build their own solutions.