Good news: AI Will Eat Application Software

That's the title of a16z's new piece challenging the "SaaSpocalypse" narrative.

Cornered resources of SaaS get more valuable in an AI world.

One of the cornered resources is differentiated + valuable data.

When AI can do more with the right data layer, the data layer you can't DIY becomes extremely valuable.

Bloomberg's live market data. Abridge's clinical conversations. VLex's legal database.

This is exactly what we're thinking at OpenFunnel - Live Market Events Data Engine for GTM.

Here's what we're seeing firsthand: our customers are taking the last 20% of SaaS (which is pretty much a one-time, last-mile flow that's personal to them — requires no heavy maintenance) into their own hands, moulding AI-ready data to their specific workflows.

But the things that require reliability, scale, and maintenance?

Their dependency on that layer is growing rapidly - as they can do much more with things that others have already mastered, so the demand for mastery goes up.

The cornered resources are going to get more cornered and valuable.