AI Repricing Software Stack: The SaaS Squeeze
brucemacv · x · 2026-08-28
The software stack is being repriced around scarcity due to AI. Nvidia wins on compute scarcity, and Salesforce survives on proprietary relationships and workflows. Traditional SaaS in the middle with weak scarcity faces destruction. Value concentrates at layers owning difficult-to-reproduce assets like compute, data, and distribution.
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