赛道特点?

1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早

The median bootstrapped B2B SaaS company currently spends around 90% of its annual recurring revenue on costs—25% on go-to-market strategy and execution, 24% on research and development, 15% on administrative and miscellaneous expenses, 13% on website hosting and implementation, and 10% on customer retention. Each of these categories of cost is now... See more

One result of this past tech cycle was a view that companies needed to build hyper complex ponzi schemes of ambition in order to accumulate capital and be valued. This led to a variety of shooting stars that never realized their main goal.

Another view was an insane amount of value ascribed to hyper-narrow features masquerading as companies, leading... See more

Product

• Fewer jobs-to-be-done. Focus on just 1-2 jobs-to-be done that are shared by many clients. The more jobs, the harder to productize. You can always expand.


• Scalable access. Find and tap into high-quality talent channels. Mechanical Orchard did this with the Pivotal Labs network (CEO Rob Mee used to run that company). Where’s your leg up?


• Piggyb

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But with SaaS + fintech, a vertical SaaS company can capture a customer’s traditional software spend as well as the spend on employee and financial services.

Implications for the SaaS Industry

As more and more products add AI features, this shift has enormous implications for the entire SaaS ecosystem:

1. Pricing Strategy Overhaul : SaaS companies will need to rethink their pricing strategies completely. The days of simple "per user, per month" models are numbered.


2. Evolution of Sales and Marketing

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Anecdotally, we have seen a surprisingly consistent pattern in the financial data of AI companies, with gross margins often in the 50-60% range – well below the 60-80%+ benchmark for comparable SaaS businesses. Early-stage private capital can hide these inefficiencies in the short term, especially as some investors push for growth over profitabilit... See more