I see that Software as a Service banked too much on the first S, Software. But really customers want the second S, the Service.
When you sell a service, it's opaque, customer don't really care how it is produced. They want things done for them.
AI isn't killing SaaS, it's shifting it to second S.
Customers don't care how the service is implemented, they care about it's quality, availability, price, etc.
Service providers do care about the first S, software makes servicing so much more scalable. You define the service once and then enable it to happen again and again.
Nah it's not that at all. Most of the services are totally fungible and everyone has a short attention span. You need to be in a market which is extremely difficult to disrupt and have a product which people are totally dependent on. And those tend to have a rather large cost to enter unless you were in early.
That 2nd S is sometimes engineered into the product design to maximize vendor lock in, and consulting revenue.
I just don't want to pay $50/user/month for an initially open source product that was relicensed and then crippled that the initial group giving something away decided they wanted to make a business of it.
> it's quality, availability, price, etc.
Are you sure? Companies still use SharePoint Online, Teams etc.
The F in SharePoint stands for fast
They didnt, dont make the mistake of thinking Saas companies are just software companies. They are Sales companies who happen to sell software. Companies like Dropbox & Atlassian have long been surpassed in Tech but they live only because they continue selling even when demand was hard to get. Their moat is sales & networking and software has to be just good enough. And other part is service, these companies still have one of best costumer service since the start of early 2010s. You can still get refund on Uber quite easily, but if you try doing that at a regular old school company you would require a prayer and couple of business weeks.