Knowledge Marketplace
My First Million

My First Million

The best business ideas come from noticing what's working and doing it better, faster, or for a different audience.

Back to Beliefs

Software durability is dead - all established software companies are now vulnerable to AI disruption

Evidence

Companies with $100-300M revenue experiencing growth stalls for first time; Salesforce growing 7%, Okta 10%

Implication

Traditional software moats (brand, revenue retention, product cycles) no longer provide protection

Counter Belief

Established companies will adapt AI and use resources to maintain competitive advantages

Example Application

Target large, established software companies with AI-first alternatives rather than competing with other startups