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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Data brokers are now buying up SaaS data sets for anywhere from $100K to $2M SaaS are struggling now and some extra money to fill the gap by declining revenues is nice That data is then re-sold to AI training companies and AI frontier labs for the exact purpose of integrating whatever that SaaS did into the AI frontier lab's app Pretty obvious to see where this is going
Chiming in on @levelsio's discussion about SaaS dying. A major reason increasingly more businesses will create their own software instead of paying for SaaS is that they don't want to become someone else's unpaid data source. As Greg points out, dying SaaS companies are immensely valuable data troves for AI companies. Great for them, but not great for their customers. As time goes by, "data value awareness" is going to rise I think, and more people and business will begin to see the data they produce as an asset worth something. There is an M&A company that had suggested that @taptanium's legacy app codebases (a form of training data) could be worth ~$45k per app, just because they predate the AI revolution and contain highly complex, handwritten and correct concurrency logic that is like digital gold for AI. The value of data is widely underrated. When I was driving a Model 3 back then in Germany, my car was collecting valuable data for Tesla, which they used to develop FSD, a technology potentially worth trillions. Owners didn't get paid for that data ofc, and were actually asked to pay up in order to benefit from it fully. None of my Tesla friends thought about it and just paid, on top of delivering tons of data for it. They had no data value awareness. Some time ago Taptanium was using Appfigures to see sales, revenue, downloads and rankings in a cleaner dashboard. It was cool, but I realized I was feeding the beast with my data, which such companies also use to build App Store intelligence tools so other competitors could more easily find out what's worth cloning or attacking. So data value awareness is going to be really important, especially now that AI agents can leverage the slightest traces of cues in ways that can work for you, or against you. What kind of data do you own that might be valuable for AI training or that is strategically important to keep to yourself? And are you letting others suck it all up for free or for pennies, or is there a way you can protect it or sell it at its fair market value?
