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Vertical AI Agents Could Be 10X Bigger Than SaaS

Lightcone Podcast

CHAPTER

The Rise of SaaS: Evolution and Innovation

This chapter examines the transformation from traditional software to Software as a Service (SaaS), spotlighting the role of XML HTTP requests and Ajax in fostering rich internet applications. It discusses the emergence of billion-dollar companies through various pathways and the challenges faced by incumbents in the SaaS landscape, particularly when competing with innovative B2B solutions. Additionally, the chapter reflects on the shift in user experience from traditional enterprise software to specialized SaaS products, emphasizing the advantages of vertical offerings over generalist platforms.

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