Today, I read a TechCrunch article about what investors are no longer looking for in SaaS, or rather, what to avoid if you don't want to lose their interest.
The red flags were:
Too easy to replicate light AI wrappers, generic horizontal tools, basic CRM clones, generic productivity or project management tools.
No real depth products where differentiation is mostly UI and automation, anything without proprietary data, surface-level analytics.
Becoming obsolete workflow automation tools that coordinate human work (agents are taking over), integrations as a moat (MCP is making connectors a commodity), and "workflow stickiness" products trying to keep humans inside their software.
Today, I came across an article on TechCrunch: The great computer science exodus (and where students are going instead).
It shows that UC campuses saw a drop in computer science enrollment for the first time since the dot-com crash (6% in 2025, 3% in 2024), but students are shifting to AI-focused programs.