Subscriptions Will Survive in Exactly Two Placeskept by eddie • mar 03The subscription model survives only for genuine utilities and continuously-fresh-context services; the middle—static SaaS and exhausted catalogs—collapses as income shocks, context saturation, and AI repricing erode its math.AboutAdobe · BMW · DeepSeek · Netflix · Tesla · SpotifyFiled#ai#business-strategy#consumer-technology#economics#software-engineeringRelatedStop Thinking of AI as a Coworker. It's an Exoskeleton.Treating AI as an exoskeleton that amplifies human capability, rather than as an autonomous coworker, leads to better productivity and decision-making in product development.also on BMW, #software-engineering, #aiAI is not a coworker, it's an exoskeletonAI should be viewed as an exoskeleton that amplifies human capability rather than a replacement, with manufacturing case studies showing reduced injury and effort.also on BMW, #aiSaaS, widely misunderstood ($CSU.TO, $TOI.V, $ADBE, $UBER, $CRM)SaaS remains economically superior to internal AI-built alternatives, making AI an accelerant rather than a disruptor for established software companies.also on Adobe, #economics, #business-strategy, #software-engineering, #aiThreat of New AI Tools Wipes $300 Billion Off Software and Data Stocks - WSJInvestors wiped $300 billion off software and data stocks after Anthropic's new legal AI tools sparked fears that AI will disrupt software companies' competitive moats.also on Adobe, #business-strategy, #software-engineering, #aiSoftware companies buying software: a story of ecosystems and vendorsThe software industry is shifting from building tools in-house to buying from vendors, creating deeper supply chains and driving fast startup growth, thinner margins, and AI FOMO.also on Spotify, #economics, #business-strategy, #ai
Subscriptions Will Survive in Exactly Two Places