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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...

28 November 2025

Getty CEO Craig Peters says Getty may rethink its UK presence if the CMA blocks its Shutterstock deal, arguing the CMA is overlooking AI's impact on imaging (Daniel Thomas/Financial Times)

Daniel Thomas / Financial Times:
Getty CEO Craig Peters says Getty may rethink its UK presence if the CMA blocks its Shutterstock deal, arguing the CMA is overlooking AI's impact on imaging  —  CEO says competition watchdog is overlooking how quickly AI is reshaping image generation  —  Getty Images boss Craig Peters …

Posted from: this blog via Microsoft Power Automate.

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