HN 提问:Anthropic、OpenAI 是最后的软件初创公司吗?
1 分•作者: hemezh•大约 1 个月前
目前有一种持续的讨论认为,模型实验室会将软件商品化,达到每个企业都会构建自己的定制内部软件,而不是向第三方供应商支付订阅费的程度。显然,SaaS 已死,或者说 SaaS 的利润空间已死。
除了华尔街的论调之外,是否有这方面的真实迹象?
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There is an ongoing discourse that the model labs will commoditise software to a point every business will build their custom internal software instead of paying a subscription fee to a third party vendor. Apparently SaaS is dead or maybe SaaS margins are dead.<p>Are there real signs of this outside of the wall street sentiment?