ClickUp CEO Zeb Evans reveals that Figma notified partners it is shutting down broad third-party access to prototype data as part of SaaS vendor data lock-in.
Prediction Not checkable as stated
Enterprises will eventually buy all software and AI from a single provider
“So that goes along with our thesis of convergence of software, that software will converge ultimately given a long enough period of time. All of your software will be provided by one software provider. I believe one AI provider also.”
Opinion
Salesforce products are built in isolation and do not integrate well
“Salesforce, yeah, they will try to provide all of the software, but all of their software is really built, built in very much in isolation. It does not play well with each other, and it's not great for what I see as the future of software where you really have…”
Prediction Not checkable as stated
AI chat providers must build core productivity primitives themselves
“Every AI chat experience will need core primitives, and what we refer to primitives are things like a doc, slides, spreadsheet, kind of database and of course, attachments and files, and those things will need to be built by the AI chat providers themselves, a…”
Prediction Not checkable as stated
AI labs will struggle to break into B2B enterprise collaboration software
“I think also that the AI labs will struggle cracking into B to B, especially with collaboration.”
Prediction Not checkable as stated
Software vendors will increasingly cut off third-party API access in data wars
“I think you're going to end up like waking up every day and, you know, I think you'll see another headline of this company cut off this access to this access and you're using, you know, your tool that you thought you were using to control everything connected …”
Opinion
B2B software users will not want chat as their only UI
“I do not subscribe to the belief that everybody's going to want a single chat interface as their only interface within B to B software.”