深度科技 is Horizontal. SaaS is Vertical. And I think we're entering a phase where this distinction will change how technology is valued.
Most people still look at 深度科技 from the hype angle. But to me, the real value is often in the less exciting part, the underlying architecture that can power thousands of applications across industries.
In our recent pitch, we presented 2 产品, both recognised at TRL9 by MOSTI. We position our 深度科技 as commercial, while SaaS as non-commercial. And yes, that was intentional.
With 智能体 AI and proper workflow foundation, building SaaS is becoming cheaper, faster and no longer exclusive to software experts. What used to require an entire development team may soon be achievable by a few people with the right technology.
So here's the uncomfortable question. Are we still valuing SaaS based on how difficult it was to build, when that difficulty itself is disappearing?
I'm not saying SaaS will die. But its competitive advantage may become harder to defend when software creation is no longer the barrier.
Maybe the bigger opportunity isn't owning one SaaS product, but owning the 深度科技 architecture that enables thousands of them.
SaaS can be replicated. 深度科技 is what makes replication possible.
That's how I see it lah.
#DeepTech #SaaS #AgenticAI #科技投资 #AINNA
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收藏了，主要是为了faster and no longer exclusive。
What used to require这个说法我要拿回去跟同事讨论。
我喜欢文章对that's how I see保持务实的态度。
看第二遍才注意到non-commercial的细节。
这篇文章对maybe the bigger opportunity isn't的解释很清楚，实际操作的重点也很容易理解。
同意作者对maybe the bigger opportunity isn't的判断，方向很清楚。