SaaS Challengers

Everyone's talking about how AI coding means the end of SAS. Investors have wiped billions off software company market caps. Well, that might be bad news for incumbents, but it's good news for startups.If the incumbents really are this vulnerable, you should go build a challenger. AI has collapsed the cost of producing software by 100x or more, and that changes everything. The moat that once protected legacy SAS, millions of lines of code built over decades, is gone.There's a spectrum of ways to attack this ...