SAAS WAS ABOUT UNBUNDLING. AI IS ABOUT REBUNDLING

Summary from the TLDR Founders newsletter

The SaaS playbook was simple - own one workflow, expand from there. AI companies are doing the opposite - they're expanding into adjacent categories almost immediately because the cost of building is near zero. Models change every 42 days now, and buyers would rather trust one platform for 3-5 years than stitch together a best-of-breed stack that's outdated by next quarter.