The traditional SaaS subscription model is losing ground as AI makes it easier to package expertise as content. Creators can now generate text, images, audio, and music, then feed it into AI models to deliver value on demand and build recurring revenue without traditional software.
Content is the new SaaS. There is, for the last 15+ years, I think the idea has been that a SaaS, or software as a service, which is to say a software business that is delivered on a recurring revenue scheme and basically you have a subscription to be able to use the software, is the most lucrative and most aligned way to be delivering value to customers. I think that is less true this year than it has been previously. And I think that because of the evolution that we've seen, revolutions, particularly around AI, but more broadly in how we can interact with software, because that's changing by quite a lot. And because we now have technologies that are able to take content and be able to deliver it in the form people want, in the form of text, in the form of images, in the form of audio, heck, in the form of song, there is a lot more value to be gotten from manifesting your expertise these as content and then feeding it into those various models in order to be able to deliver to the customer.
