The paper examines the path for AI wrappers, which are applications built on underlying AI models, to become sustainable global SaaS companies. It highlights the challenges faced by these wrappers, including market saturation, ease of replication, and dependence on foundational AI models, which can lead to commoditization. The report argues that sustainable growth requires evolving into a "System of Work" that deeply integrates into and owns customer workflows and data, similar to successful SaaS giants like Salesforce and ServiceNow. Crucially, the document posits that AI fundamentally transforms Services-Led Growth (SLG) by automating complex implementation tasks, enabling a scalable "New SLG" that combines deep integration with rapid expansion, offering a compelling strategy for AI wrappers to build enduring competitive advantages and achieve global scale.

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