This was super useful. We're on the path of api integrations of commercial platforms until we hit a wall on capability, but long-term we need to know what capabilities to build to a moat vs incumbents. While you focus on 'giants', I also think 'scale ups' and early public SaaS companies will seek to retool with AI. It remains to be seen if they will 'burn the boats' from self-service tools to AI-full service tools like Seed stage companies can today.
This was super useful. We're on the path of api integrations of commercial platforms until we hit a wall on capability, but long-term we need to know what capabilities to build to a moat vs incumbents. While you focus on 'giants', I also think 'scale ups' and early public SaaS companies will seek to retool with AI. It remains to be seen if they will 'burn the boats' from self-service tools to AI-full service tools like Seed stage companies can today.