It's also worth noting that a lot of the things that would traditionally lock a company like Figma in stop working as well in an agent-first world.
作者挑战了传统SaaS护城河的概念，指出在AI代理主导的世界中，多人协作、插件生态系统等传统优势变得不再重要。这一洞见揭示了AI将如何重构软件竞争格局，使传统SaaS公司的护城河失效。
2 Matching Annotations
- Apr 2026
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martinalderson.com martinalderson.com
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- Sep 2020
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www.ben-evans.com www.ben-evans.com
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Taking this one step further, a big part of the friction that Zoom removed was that you don’t need an account, an app or a social graph to use it: Zoom made network effects irrelevant. But, that means Zoom doesn’t have those network effects either. It grew by removing defensibility.
Zoom removed the friction involved in needing an account, an app or a social graph to use it. In doing so, it removed the elements that would create a network effect.
Without network effects, Zoom also lost it's defensibility.
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