Discussion

• @mattturck Matt Turck on x

  Super interesting piece - in part because it uses the financial data industry as an example Over 12 (!) years ago, I wrote a post called “Can the Bloomberg Terminal be toppled?” My point then was that the Terminal's durability was not mainly about feature sprawl or even the

• @buccocapital @buccocapital on x

  Required reading. Incredible post

• @patrick_oshag Patrick OShaughnessy on x

  The best post I've read on software moats in the AI era

• @bwarburg Bettina Warburg on x

  Great rundown of the vertical SaaS reckoning. I'd add that proof-of-control tooling coming from web3 companies/protocols allow for even further erosion when agent activities and identities are verifiable

• @tedmerz Ted Merz on x

  Required reading for anyone in fintech saas especially Bloomberg and Factset. Nicolas lays out the risks that are coming for the incumbent terminals from the growth of LLMs

• @chrisdrit Chris on x

  Another thought provoking, in-depth review, from @nicbstme Don't have AI summarize this, read through it yourself, it's worth the time.

• @nicbstme Nicolas Bustamante on x

  @marsnine At some point your agent knows you so well that is solves the blank page problem. @fintool recommends me the top things for me right now + works in the background on tasks to keep me updated on what's happening. [image]

• @bucknsf Buck on x

  this is excellent

• @madaboutmarkets @madaboutmarkets on x

  If you are curious as to why SAAS companies have been smashed, read this article . So well written and easy to understand

• @morganlinton Morgan on x

  This is a must-read, spot on.

• @getpy Ankur Gupta on x

  If you are in the software industry highly recommend reading this. [image]

• @alokanyc Alok Agrawal on x

  @nicbstme Did any of your hedge fund customers cancel their Bloomberg subscription? Or a license for any other software that your product supplants?

• @john_a_held John Held on x

  One of the better analysis of how AI is impacting SaaS, specifically vertical software companies.

• @varun_mathur Varun on x

  this is one of the finest, original articles around here in a while. highly recommend:

• @ankrgyl Ankur Goyal on x

  Excellent and detailed guide from @nicbstme about the hard earned lessons he's learned from building, observing, and evaluating agents at Fintool. If you're building in finserv or really any vertical, this is a must read.

• @andyhelbig Andreas Helbig on x

  An excellent, nuanced take on the future of vSaaS. Would just add that if barriers of entry crumble and number of competitors (even if they only cover a low % of your feature set, they are a competitor) increases, CAC will structurally increase — you need to cut through the