the great unbundling of suite empires
AI agents are eating away the app-first value prop of Adobe, Microsoft and Salesforce
Actionable, customized strategic intelligence and insights supporting the growth and expansion of SaaS companies both domestically and globally.
AI agents are eating away the app-first value prop of Adobe, Microsoft and Salesforce
SaaS companies must decide between staying niche or expanding into new verticals. While expansion can drive growth, it also brings risks like operational strain and regulatory challenges.
Most companies’ AI adoption in intelligence is making them look more sophisticated while actually deepening their blind spots.
Most SaaS providers are struggling to turn AI into real revenue. Customers demand AI, but don’t want to pay extra for it.
SaaS firms need to challenge the convenience of outsourcing security entirely to hyperscalers.
AI systems address limitations of keyword-driven search - cognitive overload, SEO manipulation, and problems with complex queries.