HN评论：SaaS将变成模型外包层，护城河面临失效
Every SaaS business will become a harness around a model
评论者认为每家SaaS公司最终都会变成围绕模型的harness，由AI自动化决策与优先级排序，中期内拥有最佳harness的公司胜出。长期看软件将大幅商品化，数据护城河在AI可模拟数据时失效，平台效应也可能被AI替代一侧而绕过；天平会从敏捷初创转向拥有最多token的一方，初创只剩有限窗口建立不被AI颠覆的护城河，而商品化对消费者有利。
This couldn't be more true. Companies will be driven by AI harnesses (as defined by this article) that automate decision-making and prioritization. In the medium term, may the company with the best harness win.
In the longer term, the downstream impact is massive commoditization of software and invalidation of most existing moats. Data moats are gone if you can simulate the data with AI. Even platform effects can be sidestepped if AI replaces one side.
In addition, while right now agile startups have the advantage, at some point the balance will start tilting towards whoever has the most tokens. Startups have a limited time window to have whatever impact in the world they are hoping to have, or to build a moat that won't be disrupted by AI, but there are few of them left in the world.
The upside is that when there is a lot of commoditization, then the consumer wins.
来源：Hacker News · 首页 · news.ycombinator.com