6 Comments
User's avatar
Market Says No's avatar

Really like having a framework. The AI will kill SaaS narrative is lazy. It will come down to the things you describe. Well done.

Any thoughts on agents needing SaaS seats to operate?

Kevin's avatar

I thought about it. Might have to adapt the framework to figure out which of these companies would benefit the most from agentic use. That is the future, so we should include it.

Europe Capital's avatar

Some will die, while others will survive and thrive.

Kevin's avatar

Yes, will send a full list of those we think will die or thrive next week

Europe Capital's avatar

Looking forward to it

Niels's avatar

Nice. Looking forward to the scores for Adobe, Duolingo and Topicus.