article
Services-as-Software by Foundation Capital
Why read this
The clearest case that the newest AI products are re-acquiring service economics, even if it is VC talking their book.
Read at foundationcapital.com ↗
“The real prize isn’t the $200B SaaS market: it’s the $4.6T enterprises spend on salaries and services”
“What you build is no longer your moat. How you integrate, embed, and operate becomes the moat”
This just reinforces my idea that custom stuff will never go out of business even with AI here because you always need to people that know what they are doing