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  1. Domains are either input-constrained (e.g., legal, support) or creation-driven (e.g., engineering). AI reduces headcount in the former but expands tooling demand in the latter.

    Impact: Companies in creation-driven domains are positioned for growth, while those in input-constrained domains must pivot to efficiency-focused value propositions.

    — from AI SaaS Strategy: TAM Expansion and Revenue Stacking · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Feb 12, 2026