From our experience in vertical SaaS investments, we believe vertical software companies have the ability to disrupt the market with solutions built around automating workflows of a particular industry. Once seen as niche startups; large outcomes created in the last 15 years have changed the ways people think about Vertical SaaS. With the advancement of […]

A new storytelling revolution is afoot—one driven by AI, powered by creativity, and championed by an Indian startup, Dashtoon. Here’s how Dashtoon has uncovered this hidden market and positioned itself at the heart of a $32 billion opportunity.

AI is the dawn of the second machine age. We are moving on from intelligent human beings operating dumb machines to intelligent machines doing the work for humans. Winners in AI are being defined by a mix of GPU Access, amount of data scraped, research done and models created before regulation kicks in, and a head-start in the market.

Spyne has eschewed positioning itself as a low-cost alternative to legacy incumbents – a common playbook for Indian SaaS players – and has instead established itself as a premium high-quality offering accessible to all segments of the industry.
Spyne has proven that complex AI solutions can be sold and deployed globally without expensive field sales and services by productizing their domain expertise into a suite of self-serve demos and easy onboarding workflows.

The AI transformation sweeping through enterprise software isn’t merely a technological shift – it’s a business model revolution disguised as a technology upgrade. 

At its heart lies a tectonic shift in how software creates value for businesses, as the traditional paradigm of software-as-a-service gives way to something far more powerful: “service-as-software.”

Today, software is a tool to enhance productivity, but with AI models, softwa®e will do the work. What happens when a model can do most of the work of an accountant, lawyer, or doctor? It changes the market for software to the market for “work”.

Shekhar leveraged his many decades of nurturing startups experience and generously shared insights on a broad set of ideas. This blog tries to capture the key messages that resonate with startups.

Understanding Generative AI – exploring AI trends, adoption in SaaS and the road ahead.

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