AI Is Hitting a New Inflection Point | 26 Mar 26 | C:\ Takes | Coatue
The SaaS model is being rewritten in real-time.
As AI labs outscale some of the most iconic software businesses in history, we are witnessing a fundamental shift in the unit of economic value: the transition from selling software (per-seat) to selling work (per-output).
By shifting the unit of value from the tool to the results, the addressable market potential expands by 25x. We are moving from a $0.2T software market to a $5.5T "services-as-software" paradigm.
References
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