The software industry moat is disappearing. What will happen is 1000 (10,000?) competitors putting price pressure on every saas app.

Software will cease to be a winner take all and be a very long tail distribution!

Where are all these 1000 competitors coming from?

You need to have tremendous agency/will to start competing with a public company. Plus, you need to have a lot of distribution channels, competing with sales people that do this for a living since ages, and marketing budgets that are higher than your annual Claude spending.

Regular people do not press 10 clicks daily to track their calories, and you're saying that they will start competing with Salesforce and the like?