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How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated (Nicolas Bustamante/@nicbstme)

Nicolas Bustamante / @nicbstme : How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is stru...

1 February 2024

After Amazon ended its acquisition, iRobot, whose market share has been steadily eroding since 2014, could quickly become an also-ran in the robot vacuum market (Jennifer Pattison Tuohy/The Verge)

Jennifer Pattison Tuohy / The Verge:
After Amazon ended its acquisition, iRobot, whose market share has been steadily eroding since 2014, could quickly become an also-ran in the robot vacuum market  —  By abandoning its deal to buy iRobot, Amazon has left the robot vacuum maker stuck under the couch.

Posted from: this blog via Microsoft Power Automate.

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