Chris H.

Cloud did kill on prem - ie Siebel, Saleslogix, lotus notes/domino Then you have the infra side (and consultants) killed by SaaS ETL apps, hyper scalers (aws, gcp, azure) Many weren't “killed” they were effectively rolled up PE style (cognos, Hyperion, ultipro, peoplesoft, etc). And some adapted - ceridian, oracle, sap, adp (sort of), etc. It's never as obvious as Netflix killing blockbuster, because acquisitions get touted as outcomes.

I'm not convinced about usage based pricing - finance hates unpredictable costs, which means caps/limits, which forces prioritization and leaves opportunity on the table. It disincentivizes maximum output. The new breed of vendors will figure out how to make usage predictable and therefore offer predictable pricing. Per seat used to be where all the margin was, but with ai cogs scale per seat and margin is therefore lower. On vendors - single feature vendors and prescriptive workflow tools are likely dead, especially internal workflow automations. Connectors are no longer the moat. Hot take: image/video editors are dead. AI is getting better at svgs and creating react components is often faster