The Ledger
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Ross: In five years, workers will one-shot custom software, making SaaS worthless
“If you take the five year view, kids who are in college today who come out and start working in a construction company or something are going to look at every problem they're paying for software and say, this doesn't do exactly what I need. And I can one shot …”
Ross: Mid-market SaaS will be worthless in five years due to AI
“I think it's a barbell thing. Like, the large AI companies are gonna eat the top end of value, and everyone in the middle is gonna just commoditize, or people who aren't even in the software business. Like, in the next two or three years, this isn't true, righ…”
Ross: Foundation models will build apps targeting high-volume token usage
“Anthropic, OpenAI, Google, they're all gonna, in the same way that you probably don't want to build an email company while Google's on its arise, because they're gonna come and eat that, like, every one of these companies is looking at, where are our tokens be…”
JD Ross: Foundation model labs will attack vertical professional services software
“And I think over time I would be surprised if more of that doesn't get attacked by The large AI foundational companies.”
JD Ross: Enterprise absorption will bottleneck AI adoption for years
“The ability to absorb and adopt the tools is going to be the limiting factor for years to come. And I think that the capabilities of these models is already so far ahead of our ability in most enterprises to just absorb and adopt change that that is like the w…”
Ross: Foundational AI labs will attack vertical AI players like Harvey
“And there's, you know, there's companies like Harvey who are going in saying we're going to be the ones who win on professional service, you know, AI for Legal or for accounting and things like that. Yeah. And I think over time, I would be surprised if more of…”