AIhigh engagement
AI is killing old SaaS moats and changing startup bets
Founders are debating which SaaS ideas are no longer worth pursuing because AI makes them too easy to copy, too crowded, or already solved by cheap general-purpose tools. The thread also includes broader skepticism about what customers will actually pay for versus what a $20 AI subscription can already handle.
Draft a post from this →AI economicsmedium engagement
AI build costs are rising as workflows get more brittle
Operators are reporting that building with AI is no longer a free productivity win: models fail to complete requests, require constant babysitting, and raise the effective cost of development. This is tempering the earlier optimism around AI-assisted SaaS building.
Draft a post from this →hiringlow engagement
Early commercial hires are still a brutal founder problem
A deeptech B2B SaaS founder describes struggling with a first senior commercial hire who pushed for more equity and still has not produced results. It reflects the broader difficulty of hiring and managing revenue leaders early in a company’s scaling journey.
Draft a post from this →MCPmedium engagement
SaaS teams are exposing products through MCP instead of chat boxes
SaaS builders are moving beyond chatbots inside the UI and exposing products through MCP so customers can use them from external AI workflows. Related discussion includes whether independent AI reviewers improve marketing output or just add unnecessary complexity.
Draft a post from this →earningslow engagement
Public SaaS names kept the filing drumbeat going this week
Multiple public-company SaaS and adjacent software names filed 10-Qs, 10-Ks, or 8-Ks, with Zendesk and 8x8 standing out as recognizable SaaS references in the mix. For B2B operators and investors, these filings represent routine but important signals around performance, governance, and material events.
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