Vertical SaaS is gonna get smashed first

This deepdive Podcast discusses an atrice written by Derek Watson in Jan 2024. The potential disruption of the Software as a Service (SaaS) industry, particularly vertical SaaS, due to advancements in artificial intelligence (AI) and automation. It argues that AI-driven solutions, including GPT models and low-code platforms, are enabling businesses to build their own in-house AI capabilities, reducing their reliance on specialized SaaS products. This shift is expected to result in lower margins for SaaS companies as customers seek more cost-effective and flexible solutions. It highlights specific industries at risk, including healthcare, financial services, retail, and manufacturing, and offers advice for both investors and entrepreneurs navigating this changing landscape.