Anish Acharya: Is SaaS Dead in a World of AI?

Area under the curve. And what do you have today with Figma? You have an n of one network effects product. Right? That, by the way, is sort of ahead of where I think the market is going in terms of moving from products focused on execution, which today are being subsumed by coding agents, to markets focused on thinking. Right? And I think a lot of the thinking work is going to be done in products like Figma. I'm not sure that Dylan and team saw that ten years ago, but I think they're well positioned today. Area under the curve Yeah. Companies, how does the world change for them today, and do they still hold inherent value of fundraising early? How does that change? Because it's difficult to sell. Yeah. I mean, I think the challenge for area under the curve companies is that, you know, you've got to have enough momentum that you can continue to fundraise. You've gotta have enough enough substantiality