Today your statement is a little too ambitious but I agree with the overall point that the inherent effort based moat in SaaS is mostly gone and now it is really about personalizing your own.
The most common counter-argument that I've seen here is " Yes, but no organization wants to manage all of their different operational tools. They would rather just outsource that responsibility to third-party entities".
I'm not sure I fully agree with that counter. Because agents can be viewed as third party entities in some sense. If not today then maybe soon.
The most common counter-argument that I've seen here is " Yes, but no organization wants to manage all of their different operational tools. They would rather just outsource that responsibility to third-party entities".
I'm not sure I fully agree with that counter. Because agents can be viewed as third party entities in some sense. If not today then maybe soon.