Tell HN: I'm a PM at a big system of record SaaS. We're cooked
I found myself disagreeing with almost all of the comments on the “AI Is Killing B2B SaaS” thread [1], based on my perspective as a senior PM (~20 years in SaaS) at a massive system of record (SoR) company in California. We’re still cooked. Throwaway for obvious reasons. BigCo SoRs, differences aside, have historically been a good, low-drama way to make a living in tech. RSUs, ~40-hour weeks, generally smart colleagues, and real problems to solve for F100 customers. Our products work, but are not loved. Enterprise sales runs the show. I have no concerns about a scrappy AI startup or indie dev replacing us. The real threat is other SoR vendors, the cloud providers, and of course the AI labs themselves. All of them are coming for our SaaS margins, and as an industry we are woefully unprepared. Every major SoR has its core competency (HR, ERP, CRM, etc.), but also a long tail of lesser-known portfolio products that increasingly overlap with other SoRs and serve as growth vectors. The comp
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