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Blogs on rohan ganapavarapu · Mar 7, 2025

How AI Changes the Economics of SaaS

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tl;dr: There’s more to the story than “distribution is the last moat”. It’s clear that both the price/difficultly of creating software and the cost of intelligence is going down. I don’t yet think people have internalized the cascading effects of this on the way software companies monetize (or really in general), especially in tandem with the speed of increasing…

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