Dott(@DottChen ):I think AI SaaS companies are in danger if they don’t have a moat built on owned data or organizational processes. OpenAI/Anthropic clearly don’t just want to be the infra layer powering up those AI companies while watching them getting the most profits with a markup. They’re coming for your users as a direct competitor and intend to make you obsolete.

Dott

@DottChen

A product tinkerer. Bootstrapping my way to freedom. Sharing my experience with product growth. 📖

Joined January 2017

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Dott@DottChen

2026.05.14 01:20

I think AI SaaS companies are in danger if they don’t have a moat built on owned data or organizational processes. OpenAI/Anthropic clearly don’t just want to be the infra layer powering up those AI companies while watching them getting the most profits with a markup. They’re coming for your users as a direct competitor and intend to make you obsolete.