Dave McClure|Feb 17, 2026 05:00
#AI killed the vertical #SaaS star. (by @nicbstme)
AI #kills: custom UI, business logic, [public] data access, talent scarcity, [most] bundling.
AI #powerUP: proprietary data, regulatory lock-in, network effects, embedded txns.
3Qs to test if you're cooked or not:
1) is data #proprietary?
2) do you have #regulatory lock-in?
3) is SW #embedded in txn?
hopefully at least 1 or 2 are "YES" else start planning for your own death & disruption.(Dave McClure)
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