why i’d build an AI-native service over SaaS for the next 12-24 months:

everyone is shipping a wrapper now… that’s the whole problem

you can’t build a moat out of something a competitor rebuilds over a weekend

or even better, it will get replaced by new frontier model at all

selling the finished work is the opposite:

the customer never wanted the tool, they wanted their books closed, their contract checked, their claim filed (saas has been a help tool, but you sell complex solution) the budget already exists, you’re replacing a line item they pay every month instead of inventing a category every model release makes your delivery cheaper, instead of making your product less necessary you get paid from job one, no year of guessing at product market fit the moat is the rulebook, every mistake you caught and wrote down, and nobody can download that your overhead stops growing with every client once intake is a form and quality is a list

here’s a few case studies of companies already doing it:

1. http://harvey.ai

• $100M to $400M ARR
• 13 months
• the research and drafting an associate used to do

2. http://sierra.ai

• $100M to $200M ARR
• 7 months
• the support queue, billed at about $1.50 per resolved ticket

3. http://fin.ai

• $1M to about $100M ARR
• 3 years
• first line support at $0.99 per solved conversation

none of them sold software to do the job, they sold the job

what it gives to you:

• you’re paid to learn what to build, instead of raising money to guess
• one person carries the client load that used to need a department, i replaced four of mine last year
• margins land closer to software than to an agency, because your cost of one more unit is nearly zero
• you own an asset that isn’t a seat license, and it gets more valuable with every job you run

everyone is building tools and almost NOBODY is selling the work

same 24 months, completely different odds

and you don’t have to bet the house on it (it will cost to you literally LLMs expenses)

keep whatever pays you now, pick one deliverable your clients already ask for, do it by hand for five of them and write down every mistake you catch

i want to put the bet of my business here next years

Harvey – Professional Class AI

Source: https://www.harvey.ai/

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