[claw-el]

Previously, a lot of SaaS’s valuation was dependent on it being a ‘platform’ where their customers ‘do almost everything only on their platform’, keeping them within that SaaS’s ecosystem.

By making the tools compostable, the valuation from this ‘keeping within’ angle will slowly disappear, but maybe it can be replaced by increase usage as a source of valuation.

[young_mete]

I think that also explains why a bunch of companies are now all racing to build the same thing - the everything-in-one-place universal context store with their own agents on top of it. Linear, Notion, Salesforce, etc. Because the alternative is a much worse business to be in.

[claw-el]

I noticed that too, but I wonder if what they are offering is just a proprietary formatting for context store, or is there something more operationally complex than that.

[young_mete]

Whoever is able to act as the central store for all your context and be the integration point for all your agents running on top (including your proprietary ones) will have leverage in the ecosystem. Everyone else will be the supplier. The more context you have from different places (code, tickets, PRDs, markdown files, CRM, etc) and the deeper your agents plug into all of this, the harder it'll be to switch away to something else painlessly.