Euclid Ventures · 26 August 2026 · Investment Thesis

Nobody Wants Your Software

Euclid Ventures

Yoni Rechtman from Slow Ventures lays out five durable business models for the AI era—forward-deployed engineering, services + software hybrids, acquisition + AI overhaul, agent networks, and hardware differentiation—arguing that plain SaaS with AI features will fail where software captures just 1–3% of customer spend and AI can now deliver the full outcome.

Read the full post on Euclid Ventures ↗

Topics: AI (Horizontal) · Enterprise Software · Venture Capital & Startups

Published by Euclid Ventures · their site ↗

More from Euclid Ventures

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.