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E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
All-In with Chamath, Jason, Sacks & Friedberg
AI and the Future of SaaS
The AI revolution is set to have a powerful impact on enterprise work lives, similar to how mobile revolutionized Web 1.0 companies by either disrupting or turbocharging them. The functionality of AI is likely to become commoditized soon, but it will be incorporated into various apps in unpredictable ways. For SaaS products, integrating AI will be crucial for delivering significant business value. Incorporating features like co-pilots and auto-complete will enhance the user experience and offer untapped forms of value. SaaS products that fail to embrace AI may face disruption from competitors who do.
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