Sequoia Capital (@sequoia) shares the insight that the change AI brings to builders is not just an increase in speed, but an 'expansion of ambition' that allows them to imagine bigger goals. Quoting Logan Kilpatrick of Google DeepMind, the question now is not about possibility, but...
The narrative around AI reducing SaaS costs is becoming more complex, with observations that while AI can replace some SaaS tools, the associated costs for AI, servers, and storage can ultimately make new stacks more expensive than traditional ones. Separately, AI is seen as expanding the ambition of builders, shifting the focus from mere possibility to pushing the boundaries of what can be achieved. AI
IMPACT AI's role in SaaS economics is evolving, potentially increasing costs, while also inspiring greater ambition among developers.