Taylan Yildiz

Human

[Taylan Yildiz @TaylanPOV]

AI won’t be monopolized by the best models, it’ll be monopolized by whoever owns your behavioral context (history, preferences, memory).

If that context isn’t portable, switching costs become lock-in.

The next frontier of competition policy: context portability.

[Taylan Yildiz @TaylanPOV]

Everyone’s panicking that AI agents will kill software companies.

SaaS won’t die but it will be demoted.

From front-end products → back-end APIs that company agents call automatically.

Once UI and onboarding stop mattering, switching costs collapse.

No dashboards to learn.
No workflows to train teams on.
No “we’ve already implemented this” excuse.

When switching costs go to ~zero, pricing power evaporates.

SaaS margins fall. Hard.

What used to justify 80–90% gross margins
(UX, ease of use, adoption, training)
becomes irrelevant in an agent-first world.

Suddenly every SaaS category turns into a commodity API market:
best latency, best reliability, best price wins.

That also means the entire SaaS gravity field shrinks:
– Resellers
– Implementation partners
– “Certified” consultants
– Tool-specific agencies

If an agent can integrate you in minutes,
nobody pays six figures for “enablement.”

Value migrates away from SaaS front-ends
toward infrastructure, proprietary data, distribution, and defaults.

The winners won’t be the prettiest dashboards.
They’ll be the cheapest, fastest, most reliable primitives agents can trust.

SaaS survives.
Margins don’t.

You know what that means for market values of those companies, don't you?

[Taylan Yildiz @TaylanPOV]

If someone watches the entire video, YouTube should automatically hit the LIKE button.

[Taylan Yildiz @TaylanPOV]

If an app doesn't require network effects to have value, you will be writing it yourself. Very soon.

[Taylan Yildiz @TaylanPOV]

@operationdanish Every primate cosleep with their babies. So should we.

[Taylan Yildiz @TaylanPOV]

@BenjaminDEKR Yup

[Taylan Yildiz @TaylanPOV]

Google is the next Google.

[Taylan Yildiz @TaylanPOV]

Life rewards action.

[Taylan Yildiz @TaylanPOV]

Bitcoin is the Tulip mania of the digital age.

[Taylan Yildiz @TaylanPOV]

Whatever you are scared to talk about publicly controls you.

[Taylan Yildiz @TaylanPOV]

Once upon a time, wealth was the fruit of patience, skill, and years of trial.

Today, fortune comes too early, before character forms.

When youth commands empires of data and dollars, the danger is not just excess, it’s immaturity steering civilization.

[Taylan Yildiz @TaylanPOV]

To understand how powerful network effects are as a moat, just look at LinkedIn. You can have an awful product with zero innovation, yet no one can dethrone you.

[Taylan Yildiz @TaylanPOV]

A democracy built on oversimplified explanations to complex issues create fragile policies that collapse under real-world pressure.

[Taylan Yildiz @TaylanPOV]

In a world of hyper-personalized AI entertainment, we risk losing those big shared cultural touchstones that bind us. If everyone’s in their own bubble, what happens to common culture?

[Taylan Yildiz @TaylanPOV]

Google is the next Google.

[Taylan Yildiz @TaylanPOV]

Opinions are binary.

[Taylan Yildiz @TaylanPOV]

Poems are the most efficient way to reach into somebody's soul.

[Taylan Yildiz @TaylanPOV]

We are only free from people we don't care about.

[Taylan Yildiz @TaylanPOV]

Just like good stories thrive on mystery, so should our lives. Over-engineered societies kill curiosity with predictability.

We need cultures that leave room for surprise, self-authorship, and exploration — not just safety, but the thrill of becoming.

[Taylan Yildiz @TaylanPOV]

We all secretly believe we’re the moral heroes in the stories of our lives.

[Taylan Yildiz @TaylanPOV]

Most AI companies are UI companies.