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Happy_shanky
Is the saaspocalypse overhyped?
SAAS companies own years of customer data and interactions (customer flows).
Tokens will be the future of how those flows monetise.
SAAS companies own the flow and are the Robinhood of tokens.
They will monetise via PFOF or Anthropic/OAI will acquire them. Sam talked about the inertia in the economy. Designers still use figma.
Either way, I see the premium for SAAS. Anthropic and OAI no longer sit in that part of the stack.
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