Industry Insights
Why We're Replacing Your Entire SaaS Stack
The average company uses 110+ SaaS tools. We think that number should be one. Here's our thesis on vertical AI consolidation and what it means for the future of software.
Mo· FounderMarch 28, 2026 10 min read
The unbundling era is over. AI unbundles the user interface itself — the product is no longer a sidebar, it's an outcome. When the outcome is what matters, having 110 tools becomes a liability, not an asset.
In this post I walk through our thesis: vertical AI products with shared infrastructure beat unbundled point solutions for nearly every knowledge-work job. The math is brutal once you look at it.
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