Is the "Easy SaaS" era over? (Following the smart money)

Hey everyone,

We all talk about "wrapper fatigue" here, but I think the shift is bigger than just AI features. I’ve been trying to figure out if the golden age of B2B Micro-SaaS is tapering off.

I spent some time analyzing where the actual contrarian capital is going. If you look at the latest peter thiel holdings, there is a massive rotation happening. He’s moving away from general consumer internet plays and going heavy into "Hard Tech"—defense, energy, and sovereignty infrastructure.

The takeaway for us builders: The "low hanging fruit" of productivity tools is getting crowded. The smart money seems to be betting that the next unicorn won't be a better CRM, but something that bridges the digital and physical worlds.

Are you guys pivoting your ideas based on this shift, or sticking to traditional SaaS?