Seonglae ChoSoftware As A Service
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SaaS Usages
AI selloff
Two core assumptions of SaaS are breaking down: 1. Seats = unit of value 2) Fixed costs → economies of scale. As AI increases productivity, seat count decreases → even with price increases, revenue may decline. AI introduces variable COGS (inference costs) → threatens high-margin structure. When AI becomes a basic feature, it's difficult to pass costs on to customers
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