[ 소프트웨어 기업들 녹는중 ]

AI도구들의 발전으로 인해 다양한 언급들이 나오고 있어요👀👀

그 중 SaaS 주식의 90%가 52주 최고가 대비 30~80% 하락하는 상황에 대한 The Great Software Meltdown이야기를 정리해봅니다🙏

✅ 왜 녹는거야 대체?
1️⃣  기존 소프트웨어를 대체하는 AI 서비스들
- 원래 우리는 컴퓨터에서  소프트웨어나 웹과 앱 애플리케이션을 사용하는 것이 당연했음
 - 그런데 어느새 기존 소프트웨어의 자리를 AI 네이티브 앱이나 프론티어 AI 모델 기반 서비스들이 대체하는 경우가 높아지고 있음

2️⃣ 기업들의 주가가 최근 1년간 급락 중
- 단순 대체되는 수준이 아니고 참혹한 수준의 결과가 지표로 나오는 중
- 디자인 툴 Figma, 디지털 광고 캠페인 제공 툴 Trade Desk, 언어 학습 앱 Duolingo, 마케팅 소프트웨어 HubSpot, 업무 협업 도구 monday.com 등 소프트웨어, SaaS 기업들이 대표적인 예시

3️⃣ AI 네이티브 앱의 성장은 급상승 중
- 반대로 AI 기반의 앱들은 떡상하고 있는데
- AI 코딩 도구 Cursor, AI 목소리 생성 서비스 ElevenLabs는 2년 만에 1억달러 반복 매출 달성함

4️⃣ 매출에 비례해서 사용 시간도 늘어나는 중
- a16z는 Legendary Pace라고 표현
- AI 기반 법률 서비스 Harvey는 사용 시간이 두 배로 늘어났고 
- 사용자들의 요청(Queries)도 지속해서 증가하고 있음

🤔 AI의 등장으로 컴퓨터와 인간의 상호작용 방식 자체를 완전히 바꿔버리고 있죠😅 지난 2~3년 사이 우리 주변에서 AI를 안쓰는 사람이 없어지고 있었고 그게 바로 이렇게 참혹한 결과로 이어진 것이었어요😓😓

숫자는 거짓말을 하지 않는다.

👉 원문 보기 👈

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[Software Companies Melting]

The advancement of AI tools has sparked a lot of talk.👀👀

Let's summarize The Great Software Meltdown, where 90% of SaaS stocks fell 30-80% from their 52-week highs.🙏

✅ Why the heck is it melting?
1️⃣ AI services replacing existing software
- We used to take it for granted that we would use software, web, and app applications on our computers.
- However, more and more companies are replacing existing software with AI-native apps or services based on frontier AI models.

2️⃣ Companies' stock prices have plummeted over the past year.
- It's not just about being replaced; the indicators are showing disastrous results.
- Design tool Figma, digital advertising campaign delivery tool Trade Desk, language learning app Duolingo, marketing software HubSpot, business collaboration tool monday.com Software and SaaS companies are prime examples.

3️⃣ The growth of AI-native apps is skyrocketing.
- Conversely, AI-based apps are skyrocketing.
- AI coding tool Cursor and AI voice generation service ElevenLabs achieved $100 million in recurring revenue in just two years.

4️⃣ Usage time is increasing in proportion to revenue.
- a16z describes it as Legendary Pace.
- AI-based legal service Harvey has seen usage time double.

- User queries are also steadily increasing.

🤔 The advent of AI is completely changing the way computers and humans interact. 😅 Over the past two to three years, everyone around us has been using AI, and that's exactly what's led to these dire consequences. 😓😓

Numbers don't lie.

👉 View original article 👈

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