Vertical integration might save your SaaS from AI

In this video, Gerard makes the case that vertical integration may be the best defence against AI eating your SaaS business. He explains why a thin product that wraps an LLM is no longer defensible, and why owning the full stack, from data through to final delivery, is becoming the real moat. He works through how to tell whether your product is exposed, and how levelling up into outcomes and a deeper purpose makes it harder to copy. A short, honest think-piece to camera, not a formula. Watch the full take above.