startups will be particularly well-positioned to win in one of the following 3 scenarios:
Incumbent saas players do not have legacy workflow dominance in that vertical
An AI-native workflow solves the most critical creative use case (collapsing the cost of creation and gaining right to workflow away from incumbents)
AI acts as a co-pilot empowering the user to coordinate across multiple existing Saas workflows. This is a particularly interesting category and could help create the next big super-app, especially in B2B.
However, the majority of AI startups today fall outside these 3 opportunity areas.
> AI acts as a co-pilot empowering the user to coordinate across multiple existing Saas workflows. This is a particularly interesting category and could help create the next big super-app, especially in B2B.
The 3rd opportunity will be very challenging to win given the size of the opportunity but roughly agreed that it's an opportunity
If the value is in AI, and if your prompts can be uncovered, because its domain-specific, then its very likely somebody else can steal your lunch. The usual suspects of scale, similarity to other businesses, or simply being better apply.
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[ 2.8 ms ] story [ 12.4 ms ] threadIncumbent saas players do not have legacy workflow dominance in that vertical
An AI-native workflow solves the most critical creative use case (collapsing the cost of creation and gaining right to workflow away from incumbents)
AI acts as a co-pilot empowering the user to coordinate across multiple existing Saas workflows. This is a particularly interesting category and could help create the next big super-app, especially in B2B.
However, the majority of AI startups today fall outside these 3 opportunity areas.
The 3rd opportunity will be very challenging to win given the size of the opportunity but roughly agreed that it's an opportunity