Roy: The Model of Charging High Prices for Narrow Software Is Dead
Ranjan Roy · Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles · Feb 9, 2026 · at 16:28
Margins newsletter writer Ranjan Roy argues that point-solution SaaS companies face structural obsolescence from generative AI tools.
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“These tools don't provide a ton of value. They, like, answered really specific problems, and that, like, software used to be take one really specific problem, own it, like, Charge people a lot of money to deliver relative value, but that's the kind of stuff that, like, going through and structuring a basic legal document AI is really good at... And now, like, you just create really narrowly focused software. And then charge a ton of money for it, and people will still pay you. That model is more dead than anything.”
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