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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme) from Techmeme RSS feed.
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)
Nicolas Bustamante / @nicbstme:
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated — In the past few weeks, nearly $1 trillion was wiped from software and services stocks. FactSet dropped from a $20B peak to under $8B.