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The Revenue Formula

SaaS was dead last week, but now it's back.

Feb 11, 2025
34:42

Wrappers are dead. LLMs are dead. SaaS is dead. The application layer is dead.

It's moving pretty fast still in AI, and we thought it was time to take stock of what we know right now.

  • (00:00) - Introduction
  • (01:03) - OpenAI's Superbowl Ad Breakdown
  • (02:29) - The Role of AI in Modern Life
  • (03:16) - Teasing Future Content
  • (03:50) - The Fast-Paced World of AI
  • (05:35) - Understanding GPT Wrappers
  • (07:40) - Hype vs. Reality in AI
  • (10:04) - The Evolution of Solutions
  • (14:22) - Consumer Perception of AI
  • (16:25) - AI's Role in Problem Solving
  • (17:47) - The Commoditization of AI
  • (18:50) - Cloud Providers and AI Models
  • (20:39) - The Future of AI Investment
  • (22:31) - Challenges in AI Implementation
  • (28:51) - Skepticism and Realities of AI

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