vertical-software
1 articles
A Vertical SaaS Veteran's Confession: The $1 Trillion Wipeout Is Justified — But the Timing Is Wrong
Fintool/Doctrine founder Nicolas Bustamante dissects the SaaS crash, using a decade of experience. He identifies 10 moats, analyzing which LLMs destroy vs. survive. His verdict: 5 key competitive moats are destroyed. He also offers a 3-question framework for SaaS survival.