I genuinely believe we're watching SaaS die in real time and most people still don't see it..
$1 trillion wiped from software stocks since January 2026 and its just getting started..
SaaS multiples collapsed from 18.5x at the covid peak to 4.8x today and in the same time the AI market went from $50B to $539B and it's heading to $3.5 trillion by 2033 if not sooner
the death cross hits around 2027.. that's when AI market trajectory fully overtakes SaaS valuations on the chart
the reason is simple.. the per-seat model dies when 10 agents replace 100 humans and no seats left to sell
every SaaS tool you're paying $50/seat a month for is about to get replaced by an agent that costs $0.003 per task..
chatgpt opened the door in 2022, claude opus 4 made agentic AI real in 2025 and now multiagent coordination systems like openclaw are making it deployable and accessible to everyone..
every step on that chart the tech gets more autonomous and the SaaS line drops further..
not saying every saas will die but the companies that were built entirely on per-seat pricing and no real data advantage are the ones exposed.
tbh I don't think most founders see it yet, not because the data isn't there, but accepting it means everything they built needs to be rethought..
the most underrated hire right now is a great product person.
when i say product person i'm def not talking about a product manager. perhaps i think there has to be somewhat of a new role. i don't have a good name for it yet but maybe something like "product thinker".. someone with an intuitive grasp of the product as it exists, where it's soft, where it sings, & how to iterate it toward something even sharper. in some sense, this person has to cohesively hold in their head where this product should be 2 years from now & work backwards from that.
i say this cuz when building was hard, engineering was the bottleneck & the status hierarchy often reflected that. building is no longer hard. which means the variance in outcomes has shifted almost entirely to judgment on what to build, how to sequence it, & how to talk about it.
& the story matters as much as the thing. internally, it organizes the team around a shared model of why. externally, it shapes the interpretive frame users bring to their first experience. you can't retrofit narrative onto a product & expect it to land, it has to be load bearing from the start.
the rarest version of this person sits at the intersection of culture & deep technology. someone genuinely bilingual. they know what's technically possible & they know which cultural currents are real vs. ephemeral. that combo is what separates products that feel inevitable from products that feel assembled.
before ppl clap back with this person has always been valuable, i know.. i am just saying now they might be the most *important* person in the room. their value compounds like never before.
Think: Object-Network-Environment.
It’s a mindset shift from a librarian of static categories to a cartographer of dynamic networks. The mess isn't the problem; the mess is the map.
#SystemsThinking#PKM#Epistemology#Tana
Messiness is the feature, not the bug.
We get frustrated trying to find a pure, Platonic Ideal for our concepts. Why? Because objects and ideas aren't abstract—they're embedded in a high-dimensional spacetime.
We're trying to fit a complex reality into a simple box.
The insight is realizing you're looking at a projection, not the thing itself.
So the solution is to stop perfecting the shadows (labels) and start mapping the object in its context.