zlacker

>>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

>>llmsla+SZ1
I totally agree with you and I think it's weird how people are downvoting you.

Software is much easier to create. It used to take 100 people to create a competitor SaaS product. Now it might take 3 people.

Traditional SaaS companies that don't have a data moat is in trouble.

Physical companies will dominate more than SaaS companies in the future. By physical, I mean energy and chips companies.