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#18 - Jake Saper (General Partner, Emergence Capital) - Moats in SaaS, AI's Impact on SaaS, Learnings from Salesforce, Zoom, Gusto & more
Software Snack Bites
The Opportunity for Startups
Doximity's DoxGPT product allows doctors to quickly write letters to insurance carriers via an API call, opening up opportunities for startups. The two categories of opportunity are going where the incumbents aren't and going where the incumbents are vulnerable. In the former, there are jobs that were previously done with services but can now be productized with technology. In the latter, startups can target service-based incumbents that are unlikely to transition into software companies. Legal tech is a thriving example of this trend.
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