Topic
platform-shifts
2 articles
The Long View ·
The Long View: The End of the SaaS Era
The software model that defined two decades of technology — selling seats to dashboards — is being structurally undermined by AI, and the consequences will reshape the entire industry.
The Long View ·
The Long View: When Models Become Commodities
GPT-4-level intelligence is rapidly approaching commodity pricing — and the consequences for where value accrues in the AI industry will reshape the entire technology landscape.