深度科技 is horizontal. SaaS is vertical. And from where I sit - building, integrating and keeping these 系统 running in production - we're entering a phase where that distinction decides how technology gets valued.
Most people still evaluate 深度科技 through the hype lens. As an engineer, I look at the part nobody puts on a slide: the underlying architecture, the orchestration layer, the pipelines that can carry thousands of applications across industries without being rebuilt for each one.
In our recent pitch we put two 产品 forward, both recognised at TRL9 by MOSTI. We positioned our 深度科技 as commercial and the SaaS layer as non-commercial. That was deliberate - the reusable engine is the asset, the app sitting on top is just the output.
With 智能体 AI and a proper workflow foundation underneath it, standing up SaaS is getting cheaper and faster, and it's no longer gated behind a specialist team. Scaffolding, integrations, deployment plumbing - work that used to need a full dev squad is now a handful of people with the right platform and a working feedback loop.
So here's the uncomfortable question. Are we still pricing SaaS on how difficult it was to build, when that difficulty is evaporating in front of us?
I'm not saying SaaS dies. I deploy it, I maintain it, I watch it in production. But the moat gets thin fast when the barrier was software creation itself - and software creation is the first thing 智能体 AI strips out.
Maybe the bigger opportunity isn't owning one SaaS product, but owning the 深度科技 architecture that lets thousands of them run, get 已监控, and stay maintainable.
SaaS can be replicated. 深度科技 is what makes replication possible.
That's how I see it, from the build side.
#DeepTech #SaaS #AgenticAI #科技投资 #AINNA
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我喜欢这段说明这部分，因为它讲得比较务实。
简单直接。这部分就能说明问题。
这篇文章适合团队用来开始讨论we're entering a phase。