The "SaaSpocalypse" narrative claims AI will destroy software moats. But it's actually revealing which businesses are truly mission-critical and which never had a moat.
The article challenges the 'SaaSpocalypse' narrative that GenAI commoditizes software, eroding all vendors' competitive moats. Tech managers should evaluate disruption risk per vendor, recognizing that moat durability varies—not a one-size-fits-all threat.
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July 31, 20264 minute read
Image credits: AshGrove Capital
An increasingly popular narrative has emerged around software. GenAI will make it easier to build applications, new competitors will emerge faster, and customers will become less dependent on incumbent software. The moats and barriers that protected ...
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