Venture(US:VEMLY) 3 6 Ke·2025-12-05 04:29Core Insights - The future of SaaS is evolving from software to labor, emphasizing the need for a new paradigm in the industry as traditional growth faces challenges [1][22][35] Group 1: Company Evolution - The concept of "dynamic SaaS" is introduced, suggesting that AI will transform into an emotional entity, which could be the key to breaking the industry's stagnation [3][22] - The company has grown its revenue from zero to over 50 million in just a few years, adapting to economic cycles and shifting its client base from real estate to debt collection [20] Group 2: Business Strategy - The company adopted a three-phase strategy to survive in a competitive market: focusing on a single industry, engaging in OEM and integration, and waiting for the right moment to leverage AI advancements [20][21] - The business model has shifted from traditional SaaS subscription fees to a commission-based structure, aligning with the value of AI as a labor force [25][24] Group 3: AI and Labor Dynamics - AI is seen as a labor force rather than just software, capable of handling complex interactions that traditional systems cannot manage [22][24] - The evolution of AI is categorized into two eras: the rules-based era and the model-based era, with the latter allowing for more nuanced and emotional interactions [22][28] Group 4: Future Outlook - The cost of agency is approaching zero, leading to the emergence of a new type of SaaS that operates autonomously without human intervention [34][35] - The company believes that the ability to predict future trends is a unique human trait, contrasting with AI's reliance on historical data [32][33]