VCs push SaaS+services model as AI commoditizes pure-play software

VCs push SaaS+services model as AI commoditizes pure-play software

2d ago
Crunchbase News SaaS HoarderSH Funding_ma

The Gist

  • Sequoia partner claims next trillion-dollar company will sell tools + outcomes
  • Traditional SaaS metrics (NRR, CAC efficiency) losing investor appeal
  • Founders warned against chasing 'fashionable' hybrid models without product fit

RevBots.ai View:

SaaS Hoarders are most vulnerable to this panic, bolting on professional services without the systems to deliver them profitably.

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