Which SaaS moats remain durable

The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns out Buy Now Pay Later really works for vacations. And another lengthy AI essay, this time detailing what it’s doing, and has the potential to do to SaaS companies.

• EU privacy watchdog opens probe into Elon Musk’s X over sexualised AI images (FT)
• Valve’s Steam Deck OLED will be ‘intermittently’ out of stock because of the RAM crisis (The Verge)
• Raspberry Pi soars 40% as CEO buys stock, AI chatter builds (Reuters)
• Meta-owned Manus launches AI agents on Telegram (SiliconRepublic)
• Airbnb expands its “Reserve Now, Pay Later” globally (TechCrunch)
• 10 Years Building Vertical Software: My Perspective on the Selloff (@nicbstme)

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