TLDR AI · DEEP DIVES & ANALYSIS

AI IS FINALLY EATING SOFTWARE'S TOTAL MARKET: HERE'S WHAT'S NEXT

vinvashishta.substack.com10 min read

Summary from the TLDR AI newsletter

AI's rise is shrinking the software market, causing unpredictability for SaaS companies. Key players like Salesforce and SAP are integrating AI functionality into popular platforms to adapt, while weaker firms face potential obsolescence. Success hinges on owning intent gateways and effectively leveraging AI for outcomes, positioning few companies to thrive amid industry-wide disruption.