The thesis makes sense. I agree AI coding will enable increasing disruption and competitive threats in large enterprise SaaS. For being in tech, it's a category

The thesis makes sense. I agree AI coding will enable increasing disruption and competitive threats in large enterprise SaaS. For being in tech, it's a category which has been relatively free of major disruption for a while and is probably overdue for some 'excitement' (in the Chinese proverb sense). Another factor is customer expectations, which can have a way of turning into self-fulfilling prophecies. All the hype around AI in software creates a sense of overall change in the air, making large enterprise managers question if they need to do anything about it. And just by increasing how often that question is asked, orgs will end up changing more things faster than before.