AI is giving established companies a second startup phase—and turning the most ambitious SMBs into laboratories for what enterprise software becomes next.
The idea of an established SMB getting a second startup phase is especially compelling. AI isn’t just changing the tools companies use. It’s creating an opportunity to rethink how the business itself operates
I feel everything will be backend. Own the backend, clean and understand your data. Make it accessible through different endpoints. I kind of feel software as such will become invisible.
Whereas the street looked at it as the end of SaaS software, you clearly show that it’s not an either/or, but an “and” when it comes to making the most of AI to connect your context to enterprise SaaS software.
The idea of an established SMB getting a second startup phase is especially compelling. AI isn’t just changing the tools companies use. It’s creating an opportunity to rethink how the business itself operates
I feel everything will be backend. Own the backend, clean and understand your data. Make it accessible through different endpoints. I kind of feel software as such will become invisible.
I feel like you and I agree on all counts. 🤓🙏🏻
This is a really nuanced take, John.
Whereas the street looked at it as the end of SaaS software, you clearly show that it’s not an either/or, but an “and” when it comes to making the most of AI to connect your context to enterprise SaaS software.