@Tuzoff It's all competitive, however different enough to create new winners too. Just like how database companies didn't automatically win in software or how many on-prem software winners didn't win at SaaS. YMMV!
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Igor Faletski
112 posts
Igor Faletski
@igor
Building the ultimate AI agent for commerce @SuperpilotAI
SF / YVR 가입일 Ağustos 2007
568 팔로잉4.3K 팔로워
One emergent effect of AI on vertical SaaS is an even higher degree of specialization. It’s possible to go deeper, faster on features - while competition heats up, too. In the end, the customer wins.
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@Tuzoff AI systems with real revenue scale compete with labor (existing or unfulfilled) more than with systems of record so it’s kind of like apples vs oranges. Very nuanced between verticals and incumbents, yet the $$$ TAMs are very compelling.
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@igor An interesting insight from someone with your background. Do you think many specialized systems-of-action can win a significant market share against the incumbent systems-of-record add-ons?
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The #1 thing to get right is aligning the entire company to benefit from the abundant intelligence of agents. It’s a harder & bigger shift for the enterprise than mobile or cloud was - a blue ocean opportunity for startups. h/t @edsim
Ed Sim@edsim
Agents unlocked product velocity. Engineering used to be the bottleneck. Now the constraint is how fast the org can keep up Messaging. Launch decisions. Sales enablement. Customer comms. High product velocity requires high organizational metabolism. Every function needs to be agent red-pilled
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Igor Faletski 리트윗함
Igor Faletski 리트윗함
Wrote down a couple of quick observations from building B2B Products in the AI era igorfaletski.com/bridges-and-mo…
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Old world: working on weekends to catch up & get ahead. New world: working on weekends to get around AI rate limits & make sure agents haven't stalled.
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