Comment by cpursley
16 days ago
Software without data moats, vender lock-in, etc sure will. All the low handing fruit saas is going to get totally obliterated by LLM built-software.
16 days ago
Software without data moats, vender lock-in, etc sure will. All the low handing fruit saas is going to get totally obliterated by LLM built-software.
If I'm an autobody shop or some other well-served niche, how unhappy with them do I have to be to decide to find a replacement, either a competitor of theirs that used an LLM, or bring it in house and go off and find a developer to LLM-acceleratedly make me a better shopmonkey? And there are the integrations. I don't own a low hanging fruit SaaS company, but it seems very sticky, and since the established company already exists, they can just lower prices to meet their competitors.
B2B is different from B2C, so if one vendor has a handful of clients and they won't switch away, there's no obliterating happening.
What's opened up is even lower hanging fruit, on more trees. A SaaS company charging $3/month for the left-handed underwater basket weaver niche now becomes viable as a lifestyle business. The shovels in this could be supabase/similar, since clients can keep access to their data there even if they change frontends.
Which means that the current vc-software-ecosystem is the walking dead. The front end webdev is now going to do things that previously took a 10 person startup.
Integrations is part of the data moat I mentioned.
The only thing that will be different for most is vendor lock-in will be to LLM vendors.
Totally agree.