Yann de Vries 1.8 2 ideas

"Common software SaaS companies are now under attack from the AI platforms... and hundreds of startups that came out overnight... at a fraction of the cost." AI lowers the barrier to entry for software creation, destroying the "moat" of legacy SaaS companies that rely on seat-based pricing for generic workflows. This leads to multiple compression for the sector. AVOID/SHORT Legacy SaaS; rotate into Deep Tech. Legacy SaaS companies successfully integrating AI agents to retain pricing power.