DOES AI THREATEN VERTICAL SAAS?

Summary from the TLDR Founders newsletter

The "AI will kill vertical software" prediction started with David Friedberg on the All In podcast. He saw an engineer at his company replicate a $50k supply chain tool and figured this would happen everywhere. However, this misses the point - it's easy to build simple tools in a vacuum, but real products have way more defensibility. Maybe this just shows which types of SaaS are actually at risk: narrow tools that are easy to copy, services AI can do better, and old companies that don't adapt.