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From SaaS to Service as Software: The Model That Replaces the Model
The most important thing Sequoia Capital published in the last year wasn’t a market map or a fund announcement. It was two sentences:
“The cloud transition was software-as-a-service. The AI transition is service-as-software.”
Ten words. The entire business model of enterprise software: two decades of per-seat licensing, recurring revenue multiples, and stack complexity, reframed in a single breath.
I’ve been running B2B technology and media businesses for 35 years. I’ve lived through the transition from print to digital. From on-premise software to SaaS. From search to social to intent data…
The skinny
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