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SaaS company defensibility against AI disruption

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Sharp Tech with Ben Thompson

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Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson · Feb 6, 2026

(Preview) SaaSmageddon and the Future, Microsoft After a Market Correction, Anthropic’s Super Bowl Lies

Microsoft's AI product execution and market position Enterprise software moats and regulatory complexity Healthcare software (HIPAA compliance, liability, drug interactions)AI model provider pricing advantages and marginal costs GitHub Copilot competitive threats