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[return to "Why software stocks are getting pummelled"]
1. llmsla+SZ1[view] [source] 2026-02-02 19:35:56
>>peteth+(OP)
Software will be easy to create, which will kill moats and margins on existing products. The game is up for pure saas. Smart money started pricing this in one year ago
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2. idle_z+512[view] [source] 2026-02-02 19:41:18
>>llmsla+SZ1
Was the hard part ever really the software, though? It's the Service part of SaaS that seems to provide the moat. Lock-in, habits, workflows, integrations, and trust. And don't discount the appeal of making some part of your operations "someone else's problem." Could you hire engineers or use an LLM to make your own Google Docs? Probably, yeah, but would that be worth the headache of being responsible for a bespoke internal document system?
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3. llmsla+U22[view] [source] 2026-02-02 19:49:11
>>idle_z+512
yes, if it takes one month to build something that took 9 months previously, it completely changes your go to market strategy
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