SaaS moats were never about code — they were about standing between users and git. LLMs do the same thing for free. Here's what actually survives.
Hi Lakshmi, love your newsletter. One of my must-reads, as you take an idea and expand on it with your own thoughts. Keep it up!
Thanks, means a lot. The expansion part is where the fun is. anyone can summarize, the thinking is what I'm trying to get better at.
This reframes SaaS not as software innovation but as access, and clearly explains why AI shifts the moat from setup to data, trust, and deep domain understanding
Painfully accurate about the 'deployment wrappers.' If your only value is saving someone a config setup, the clock is ticking. Great breakdown.
Hi Lakshmi, love your newsletter. One of my must-reads, as you take an idea and expand on it with your own thoughts. Keep it up!
Thanks, means a lot. The expansion part is where the fun is. anyone can summarize, the thinking is what I'm trying to get better at.
This reframes SaaS not as software innovation but as access, and clearly explains why AI shifts the moat from setup to data, trust, and deep domain understanding
Painfully accurate about the 'deployment wrappers.' If your only value is saving someone a config setup, the clock is ticking. Great breakdown.