I found this to be a level-headed take on the whole “SaaS is dead” debacle that has been floating through our community, and the world in general.
I LOL’ed hard at one of the first slides stating “Everyone gets AI” as it reminded me of this meme from the olden days of the internet: “You get a car, and you get a car.”
The moats summarized as questions for the founder:
- Who’s built their business, or their career, around recommending you?
- Do you hold the definitive record of the work, or just a view of it?
- Do you take the action, or just recommend it?
- Do customers trust your output enough that they don’t check it?
- What approval do you hold that a newcomer has to wait for?
- Who has to agree to replace you: a person, a team, or a whole community?
- Does one customer’s experience make your product smarter for the next one?
- What do you maintain that you resent maintaining?
But I do recommend watching the full talk for the structured approach to what “AI will come for your SaaS” actually means, laid out as 10 attacks.