@alexrkonrad This is the first of what I predict will be many major SaaS businesses shifting to AINS. Great job capturing the shift. And big props to @chuckganapathi and @GainsightHQ for leading.
5/ Stop selling the seat. Start selling the result.
Full piece on when this transition makes sense, what changes, and why waiting is the bigger risk: https://t.co/BbdGwT2uLL
1/ Two weeks ago I took a walk with the CEO of a SaaS company with hundreds of millions in ARR.
He told me he's pivoting the entire business to a services model.
Can't share who yet. Soon.
4/ The next Salesforce won't sell CRM seats. It'll just run your sales ops.
The next Workday won't sell HRIS licenses. It'll deliver fully managed people operations.
The winners in the next decade may not sell software at all.
the best American open-source model ever just dropped, and it costs less than $1 per million tokens
i feel like more people should be talking about this
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Public software is down 40% in 12 months. The selloff has been indiscriminate.
But it won't stay that way. When the market starts distinguishing again, the winners will be companies whose moats survive a world where agents do the work.
We spent Monday at @emergencecap debating which moats actually hold up. Here's the spectrum we landed on.
The short version: Seat-based pricing and workflow stickiness were the backbone of the last era. Both are eroding. The next era rewards outcomes, context, and trust.
And the most important/enduring moats in the AI era and currently being slept on...