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For SaaS companies to thrive, they must:
1. Replace human labor (support, biz dev, IT)
2. Move from seats to outcomes
3. Defend OpenAI from building workflows that commoditize their data
4. Maintain differentiation w/ code as a commodity
That’s why these names are down 50%
That four pretty fucking hard things to pull off
@S_curvecap @NYC_Rivera
6.6.2025
if you're an incumbent system of record i don't know how you sleep at night with OpenAI sending forward deployed engineers to all of your customers and building an entirely new AI layer on top on your precious workflows
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