Hammered by AI

Share this post

India's opportunity in Generative SaaS

hammeredbyai.substack.com

Discover more from Hammered by AI

We share our emerging views, questions we're thinking about, and opportunities we see, as AI becomes a copilot for life and work.
Continue reading
Sign in

India's opportunity in Generative SaaS

Dev Khare
Apr 28, 2023
7
Share this post

India's opportunity in Generative SaaS

hammeredbyai.substack.com
3
Share

With all the substance and hype behind GenAI in the US, we're seeing almost every SaaS and infra software company in India adjust its roadmap, sometimes dramatically. Everyone’s figuring out how to take full advantage of AI and LLMs. Much of this work is being done to enhance their existing product features and product performance.

But there are a few areas that are not seeing as much attention and activity in India, including new LLMs, new infra/devtools and generative SaaS. I’ll talk about generative SaaS here and cover the others later this week.

There is an opportunity in new domain-specific “Generative SaaS” applications that were not possible before GenAI. These are workflow-based applications built ground up with GenAI. These will be built on the principles I outlined last week here and here, including closed-loop learning.

Think of all the processes that IT Services firms / BPOs / KPOs in India have captured in areas like market research, content production, legal analysis, financial analysis, call centers, IT services. These are all ripe for disruption.

Think of all the manual-work oriented agencies that create content, do research, manage customer relationships and answer phone calls. Think of law firms, accounting firms, tax firms, media agencies, research firms, performance marketing agencies, translation agencies, IT services agencies etc. Given enough of a dataset, much of this work can be automated or at least partially automated.

Think of all the SaaS applications in mature SaaS markets globally - UX can be reimagined and far more value delivered. Indian founders have a collective PhD in this category.

BTW, these ideas can be adopted by incumbents themselves, such as the IT Services/ BPO/ KPO firms or incumbent SaaS companies. If anything, this new platform shift has seen a swifter reaction from incumbents than I’ve ever seen in the past. So I think there will be peril and opportunity for incumbents and their employees.

7
Share this post

India's opportunity in Generative SaaS

hammeredbyai.substack.com
3
Share
Previous
Next
3 Comments
Share this discussion

India's opportunity in Generative SaaS

hammeredbyai.substack.com
krish seshadri
Apr 28

Good home grown use cases, Dev. I had set up large global customer support/ call centers/ KPOs/ BPOs ages back and now seeing Generative AI in this area - but isn't AI in Call Cntr/ Customer Support already a crowded space today with several players more or less doing the same thing, same feature sets -- Dialpad , Asapp, Observe.ai, Ada, Cresta, Forethought, Balto, etc. Each has raised $100-300m and retofitting AI into their existing product roadmap. Once you lock in a large call center customer, the cost of switching is high to dislodge these players. Will be interesting to see if new players emerge. Been looking into other functions you have mentioned...

Expand full comment
Reply
Share
1 reply
2 more comments...
Top
New
Community

No posts

Ready for more?

© 2023 Shuvi Shrivastava, Dev Khare
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing