✳flâneur — a map of the web's best reading

AI Evolution: An Update

tidemarkcap.com · 1,981 words · saved by 1 readers

AI is the meteor that threatens to change the SaaS ecosystem and force evolution (and potentially extinction). In early 2023, we kicked off our study of this change by talking to close to 100 companies on practical applications of AI, including hosting two working sessions with 40 executives to understand the impact of AI on the SaaS ecosystem. From those sessions, we came to the initial hypothesis that AI could be neutral or even a tailwind for control point companies, not an extinction event. We published our view in August of 2023 here. ‍ A second wave of adoption has grabbed the hearts and minds of the Valley. This time, the narrative is that AI startups can now offer a product that fully substitutes labor previously performed by in-house staff and third-party software. If AI service providers are able to do that, they can charge on the basis of the value of work and have economics that supersede those of a software company. ‍ Do we think this will happen? Our initial hypothesis is

AI Evolution: How Control Point Software Can Thrive Amidst AI Disruption | Tidemark Latest Access Our 2025 Benchmark Report Download it now Join Us Collective Live Returns Oct 21-22 Apply Now tidemark tidemark Foundation VSKP On this page AI Evolution: An Update author Dave Yuan Founder and Partner, Tidemark share ARticle AI is the meteor that threatens to change the SaaS ecosystem and force evolution (and potentially extinction). In early 2023, we kicked off our study of this change by talking to close to 100 companies on practical applications of AI, including hosting two working sessions wi

Explore this link on the map →

related reading