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SaaS Challengers Jared Friedman AI has collapsed the cost of producing software by 10–100x, and the moat that once protected legacy SaaS, millions of lines of code built over decades, is gone. That's bad news for incumbents and great news for startups.

Y Combinator

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397,595 次观看 • 4 个月前 •via X (Twitter)

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Most of the market is priced for a world that's coming to an end. Traditional software, legacy platforms, much of the SaaS layer of the S&P 500… all built on the assumption that humans will remain the primary customers. AI agents don't buy software the way we do. They don't need dashboards, subscriptions, or logins. And once the buyer changes, so does everything built around them. The investable opportunity ahead is the agentic economy… what gets built for agents as customers. That's where the next wave of capital ends up, and most people aren't positioned for it.

Most of the market is priced for a world that's coming to an end. Traditional software, legacy platforms, much of the SaaS layer of the S&P 500… all built on the assumption that humans will remain the primary customers. AI agents don't buy software the way we do. They don't need dashboards, subscriptions, or logins. And once the buyer changes, so does everything built around them. The investable opportunity ahead is the agentic economy… what gets built for agents as customers. That's where the next wave of capital ends up, and most people aren't positioned for it.

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A CNBC reporter without any prior knowledge vibe-coded several apps without any problems and is shocked. AI is collapsing the cost of custom software. SaaS now means prompting the software.

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The Indian SaaS market is expected to grow to $50 billion by 2030! The future of software as a service (SaaS) seems exciting globally, and more so in India. In a study by Bessemer, it is estimated that the Indian SaaS market is expected to grow from $13 billion in 2022 to $50 billion by 2030. So, what’s stopping an Indian company from becoming the next Salesforce? Join me in the latest episode of the Create Wealth podcast to know exactly this! In this all new episode I speak to kuldeep, founder of one of India’s leading SaaS companies. With over 20 years of experience across Nokia, Microsoft and CleverTap his journey building brands and solving problems for businesses is a masterclass for those who work in SaaS businesses and sales roles across industries. This is in the longest episode of our podcast, and with good reason! Kuldeep’s deep knowledge of emerging technologies, the SaaS segment in India and his intensive insights from global tech companies makes this episode a treasure trove of experiences and learnings. In this episode, you'll learn: - Why India is a goldmine for SaaS companies - How to build a winning SaaS product from the ground up - The secret sauce to scaling your SaaS sales - How VCs see the booming SaaS landscape in India For more such gems watch the entire episode.

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I gave ChatGPT a screenshot of a SaaS dashboard and it wrote the code for it. This is the future.

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Mckay Wrigley

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Aaron Levie is one of the greats. He’s been the co-founder and CEO of Box for 20 years, of which public CEO for 10. And he shows no signs of slowing down, as one of the most active CEOs thinking about how AI agents will shape enterprise software. In our Greylock Partners Change Agents, Aaron and I discussed the question: happens when SaaS is no longer built for humans, but for a much larger scale of agents and humans orchestrating those agents? A few of my favorite topics from the episode: - Why 90%+ of enterprise data has gone unused to date and how agents finally make it accessible - Why SaaS categories won’t disappear, but will be rebuilt around agent orchestration layers - Why the system of record doesn't lose importance, but gains importance the enable agents - How abundance (not labor replacement) is the real shift agents bring to knowledge work - And the real moat in the agent era may be neither the model nor the interface but the workflow memory the agent accumulates over time Aaron has one of the clearest, most grounded takes on where agents for the enterprise can go and what happens to traditional enterprise SaaS. Full episode below:

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Sebastian Siemiatkowski, the co-founder and CEO of Klarna: SaaS is Dead. "The cost of creating software is going down to zero. And that means everyone will be able to generate software at any point in time. " But the real threat to SaaS will shows up next when AI makes data migration one-click—no more hostage data models, no more painful switching costs. --- From '20VC with Harry Stebbings' YT channel ( link in comment)

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David Sacks believes the "All SaaS is dead" narrative is far too dire, but he’s sounding the alarm on a massive shift in how value is captured. We are entering an era where being a functional silo is no longer enough. If you’re a SaaS product charging a premium while users only touch 10% of your features, you’ve painted a target on your back. In a world where AI makes code generation and copying easier than ever, a thin moat is a death sentence. The real battle isn't over who has the best features, but who owns the "workspace." While many incumbents are busy rolling out AI copilots restricted to their own sandboxes, the real power is shifting to platforms that act as a horizontal layer. Think about it: Would you rather have ten different AIs trapped in ten different tools, or one seamless workspace that spans across every database and tool you own? The risk for legacy SaaS isn't necessarily that they disappear, but that they become the "old layer" of the stack—the plumbing—while a new, more intelligent layer is built right on top of them.

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The new bar for software: "can I vibecode this?" We’re heading into a world of personal software — built for one person and their needs — and premium software, designed with such depth that you’re buying a solution, not a tool. Most software today sits in the middle. And the middle is death. As the market catches up to our new reality, it won’t just be the ai bubble popping — it’ll be a lot of traditional SaaS getting wiped out (From my recent Kinference talk.)

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