Hey folks, we keep framing the AI threat to SaaS as "which vertical gets eaten first." I think that's the wrong lens. The actual shift is that the unit of value is moving from the tool to the outcome, and once a non-technical person can describe an outcome and get working software back, the 15-year SaaS playbook (package a workflow, charge monthly, defend with switching costs) starts to look shaky. A few data points that changed my mind on this, not just vibes: Twice as many team...