The Death of the Big 4: AI-Enabled Services Are Opening a Whole New Market

There are some industries primed for what we call AI leapfrogging. Leapfrogging happens when an industry or market (usually an outmoded industry, or an emerging market) skips a step along the technology transformation chain.

These industries have historically not been digitized and don’t have a dominant cloud incumbent. We see greenfield opportuniti... See more

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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Sobriety source #2: AI as the next platform shift. Every wave of new companies that transforms their respective industries is fueled by a major platform or technology shift. The advent of the web did this. The smartphone and mobile applications did this. And there is no doubt that AI is our next wave. But does every new wave always necessarily favo... See more