moats

Summary * AI threatens enterprise SaaS more than consumer apps, as agentic interfaces and in-house AI development erode seat-based pricing and standardized workflows while incumbents survive on backend depth, governance, and trust. * The “taste” factor—human intuition in design, vision, and product adoption—remains AI’s weakest area, protecting consumer tech and creative domains from rapid automation. * While AI can cheaply generate code, maintaining, refining, and integrating software still