Topic

Post-SaaS business models

Company structures proposed for software firms whose products can perform work rather than coordinate it, including services-led delivery, AI-run professional firms, acquisition rollups, agent marketplaces and hardware-led products.

Current clusters

leadership1 publisher

Rechtman's 30-100x market claim restates software's 1-3% revenue capture

Yoni Rechtman of Slow Ventures says AI lets vendors sell the outcome instead of the workflow. His 30-100x market expansion is software's 1-3% revenue share inverted, and the one priced case in the framework moves 10x.

Publishers:insights.euclid.vc

Reality

Evidence30
Adoption20
Hype gap+42
Incentives78
Confidence60