alt Hacker NewsPreviously, a lot of SaaS’s valuation was dependent on it being a ‘platform’ where their customers ‘do almost everything only on their platform’, keeping them within that SaaS’s ecosystem.
By making the tools compostable, the valuation from this ‘keeping within’ angle will slowly disappear, but maybe it can be replaced by increase usage as a source of valuation.
I think that also explains why a bunch of companies are now all racing to build the same thing - the everything-in-one-place universal context store with their own agents on top of it. Linear, Notion, Salesforce, etc. Because the alternative is a much worse business to be in.