AI brings startup costs down to nearly zero (write code, generate designs, run customer service). L2 brings payment/distribution costs down to nearly zero (on-chain collections, instant settlement). Now, the real cash threshold to start an internet company could be just a few thousand dollars plus a laptop.
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!
This means two things:
① Company structures will become more fragmented, and one-person/three-person companies will grow explosively;
② Valuation models need to be rewritten—traditional SaaS LTV/CAC no longer applies, because CAC itself is effectively zero.
Every content operator is also a great entrepreneur. With AI, you have an employee!