The instinct is to look for surviving moats. That instinct is wrong. There is no defensible SaaS in the old sense — only software that has migrated, or can migrate, into something else: an agent-shaped, outcome-priced, machine-callable execution layer.
Defensibility is no longer a position to defend. It is a migration to complete, measured against a capability frontier that is itself moving.
The Defensibility Map is the diagnostic for that migration. It is neither a SaaS framework nor an AGaaS framework. It is the framework for the vector between them — origin state, transitional state, destination state — and the system of layered diagnostics that determines whether a given company’s architectural position actually translates into commercial survival.
THE BUSINESS ENGINEER
Continue Reading: The Defensibility Map: From SaaS to AGaaS
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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