The generation of SaaS startups that raised $20M-$100M is losing to AI-native upstarts
prasanna_says · x · 2026-11-05
Investor Trace Cohen argues that a whole generation of SaaS startups that raised $20M, $50M, even $100M pre-AI are now competing against smaller, faster AI-native startups building in months what once took years. The capital meant to be an advantage left them with expensive teams, outdated products, and valuations they can't grow into.
More from Venture
- YC-backed OpenLakeHQ launches: continuously trains and serves open models on your data — ycombinator · 2026-11-05
- The AI Industry Risks Becoming the WeWork of AI: Long-Term Liabilities, Short-Term Revenue — bookwormengr · 2026-11-05
- Someone Pitched "Robinhood for Startup Investing" — That's Just AngelList — MartinGTobias · 2026-11-05
- A VC Got 2,718 Pitches Last Month — Here's How Not to Be Noise — MartinGTobias · 2026-11-05
- Early DocuSign investor: at pre-seed, look for features that could become platforms — MartinGTobias · 2026-11-05
- Fewer 'Uber for X' startups, more 'Uniqlo checkout for Y' — chrisalbon · 2026-11-05