Startups will die. How about incumbents?<p>OpenAI devday launch was the Iphone moment for not only SaaS but for services businesses.<p>A lot of conventional wisdom focuses on startups that jumped on the AI train to build accompanying things to LLMs. Now it is all about how vector DBs, agent startups and PDF readers died.<p>This is missing the point. As a startup, you are noone. Noone cares.<p>The big change is with incumbents. Ask yourself: How often do you use AI in Notion? Not much. Or copilot in Excel?<p>That is because Notion now is a traditional deterministic SaaS product with solid product market fit. Integrating copilot into Notion is a defensive strategy, not a progressive one.<p>The bet is if users and consumers are going to opt in for software with natural language management as well as slightly uncertain probablistic outcomes.<p>Are the traditional sweethearts of SaaS crash their product into ground and rebuild it with this design thinking in mind?<p>No.<p>Will a startup do it?<p>I would take that bet. Because we are nobodies. Noone cares, until someone does.<p>OpenAI devday launch was the first time I felt wonder and concern at the same time.<p>This is the beginning of a new way in building software.