3/4 🧵 Where SaaS survives: data moats and industry-specific workflows. If a SaaS company owns proprietary datasets or deeply embedded vertical integrations (healthcare, finance, logistics), they can pivot to AI-enhanced offerings. But generic productivity tools? Marketing automation? Project management? Those categories are getting hollowed out fast.
6/9 🧵
The 2-3 year timeline you mentioned tracks with McKinsey's analysis: SaaS companies must transition from per-seat to outcome-based pricing by 2027 or face margin compression. AI agents get smarter monthly. SaaS platforms iterate quarterly. The gap closes exponentially.
7/9 🧵