Para//elMaxi

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every software incumbent is fighting a dual front war right now, & dual front wars are historically challenging af. from above, model companies are vertically integrating through their own surfaces... you can see anthropic, openai, google are all shipping products that directly compete with established saas categories. from below, an effectively infinite number of small teams are filling niches faster & cheaper than ever before, cuz the minimum viable team to build real software has collapsed to 1-3 ppl with ai. the squeeze this creates is existential in so many ways & you can see markets are pricing this squeeze in now. incumbents can't focus resources upward without getting hollowed out from underneath, & they can't play whack a mole with disposable startups without leaving themselves exposed to platform level moves from above. the standard playbook of acquiring threats, raising switching costs, & bundling feature doesn't really work when the bottom up competitors are infinite & don't need to capture much value to survive. this is the fundamental structural shift most people haven't internalized about what's actually happening with ai. quite simply ai is simultaneously compressing the entire competitive landscape from both ends, & the companies caught in the middle have no really good strategic response.