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In a world of AI Agents, the market size for SaaS grows vs. shrinks. Not only do you still need systems of record to manage enterprise data and workflows, but AI Agents create completely new value propositions for these tools. You’re bringing work to the customer now.
18.7. klo 12.19
AI Turns Every SaaS App Into a TAM Explosion
"For the first time ever, I can actually deploy my software for use cases where the customer didn't have users on the other end before to do those things. So I think you have a lot of TAM expansion." — @levie
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