zlacker

>>namany+(OP)
I see that Software as a Service banked too much on the first S, Software. But really customers want the second S, the Service.

When you sell a service, it's opaque, customer don't really care how it is produced. They want things done for them.

AI isn't killing SaaS, it's shifting it to second S.

Customers don't care how the service is implemented, they care about it's quality, availability, price, etc.

Service providers do care about the first S, software makes servicing so much more scalable. You define the service once and then enable it to happen again and again.

>>metalr+DF
Nah it's not that at all. Most of the services are totally fungible and everyone has a short attention span. You need to be in a market which is extremely difficult to disrupt and have a product which people are totally dependent on. And those tend to have a rather large cost to enter unless you were in early.