Comment by rvz
10 hours ago
> Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?
At some point AI platforms will struggle to monetize at the model API layer due to local models catching up. This is why the model providers are focused on AI model integrations at the application layer which invades traditional SaaS companies.
You now need to think very carefully about 'what' to build and assume that someone with a AI agent can clone your SaaS and race you to $0 as a risk.
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