Every major technology transition looks unsurvivable from inside it. That’s not a property of this one. That’s a property of transitions.

Every company that navigated the web ascending over desktop, mobile ascending over web, SaaS ascending over on-premise — was in this exact state. Post-PMF in the old system. Pre-PMF in the new one. Carrying everything they’d built while trying to find what came next. The ones that made it didn’t have better information. They had the pattern.

You have the pattern now. AI shifted what can be delivered and what customers expect. That’s the sixth time this has happened in fifty years. The first five times, the companies inside it thought it was unprecedented too.

What changes when you have the pattern isn’t the urgency. The window is real. What changes is the move — from reacting to something that feels like a crisis to navigating something that has a shape.

What I’m seeing with SaaS founders and CEOs navigating the GenAI transition — the ones who built something that worked, and are now in the gap between what they were fit for and what comes next.

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See how I’m making sense of the larger pattern: A lens drawn from Carlota Perez