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What's fascinating is how this trend perfectly maps to Clayton Christensen's disruption theory. Legacy SaaS players focused on enterprise are optimizing for features their biggest customers demand, creating bloated products that overserve average users. This opens the exact low-end disruption path described, simpler, cheaper alternatives that initially serve less demanding customers but gradually improve. The chart shows accelerating interest precisely when AI capabilities reached the point where this disruption becomes viable. The theory predicts DocuSign will retreat upmarket while free alternatives capture the mainstream.
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