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Will SaaS survive the AI era? Four reasons it may not: - Complexity: Software will be cheaper & easier to build yourself - Model Providers: Foundation model providers will move into the app layer. - Agentic Models: Models are becoming more agentic, they could handle tasks without extra SaaS... show more

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34,425 views • 6 months ago •via X (Twitter)

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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)

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)

Rohan Paul

93,376 views • 4 months ago

"AI & SaaS: Will MCP Replace Your Apps?" - AI may soon replace your system of record - AI is becoming what's closest to you as the worker - Many of us already in ChatGPT 2+ hours a day - ChatGPT may soon be our model of what our CRM is Latest with Rory O'Driscoll + Harry Stebbings + me

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Jason ✨👾SaaStr.Ai✨ Lemkin

30,154 views • 1 year ago

I think David Sacks spells out the core issue/threat to SaaS companies here. It’s not that SaaS will be made obsolete and will disappear. Rather they risk becoming the legacy infrastructure layer of a higher level model like Claude Cowork, which limits their value capture.

I think David Sacks spells out the core issue/threat to SaaS companies here. It’s not that SaaS will be made obsolete and will disappear. Rather they risk becoming the legacy infrastructure layer of a higher level model like Claude Cowork, which limits their value capture.

Steve Hou

96,885 views • 4 months ago

The Biggest Risk is Models Moving into the App Layer: " The models are becoming agentic. It's possible the model is all you need. Imagine if you wanted the model to update medical benefits information. If the model is agentic and it is integrated into the database; you don't need anything else in the middle." How do you stop yourself becoming a data repository which an agentic layer feeds off Nicolas Sharp Marc Benioff Brian Halligan Tuomo Riekki Keith Peiris

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Harry Stebbings

47,045 views • 6 months ago

HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI Stack: orchestration, security, connectivity, and data • Cyber picks for the agentic era: $CRWD as the interaction layer for agents, $RBRK as the “undo button” for agents & $ZS as the control plane for agent traffic • Why AI systems can’t function without clean, well-organized data: $SNOW, $MDB • The enterprise AI bottleneck: nobody is better positioned than $PLTR sitting between cheap, powerful models & messy, valuable enterprise data • Picks-and-shovels winner in agentic AI: $NET

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Shay Boloor

191,754 views • 4 months ago

Palantir is ditching traditional systems integrators and disrupting the software-as-a-service (SaaS) industry. Companies may now leverage AI tools and a few engineers to handle tasks previously managed by SaaS teams. Watch Cathie Wood in the August Fund Webinar to learn more.

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ARK Funds

85,981 views • 1 year ago

What happens in a world post-foundation model? "Foundation models are not going away, they will remain a core part of future systems. The question is not whether they get replaced, but what gets built on top of them. Future AI systems will likely combine foundation models with additional components to create more complete systems." Demis Hassabis Love to hear your thoughts Yann LeCun François Chollet Jürgen Schmidhuber Aran Komatsuzaki

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Harry Stebbings

13,648 views • 2 months ago

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Santiago

12,014 views • 4 months ago

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Aish

116,612 views • 1 year ago

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John Paulson

103,479 views • 26 days ago

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Google Cloud 🧰 The Home Depot: advancing interconnected retail through new agentic AI tools. With Gemini models and Gemini Enterprise for Customer Experience, The Home Depot is using AI to make the entire home improvement journey easier.

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$PLTR Palantir fell during the SaaS selloff two weeks ago, here's why it might not have made sense: - Iran conflict proved the world will need more defense spending - Best margins/topline revenue growth in SaaS - AI is only helping them grow, not commoditizing their growth

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Basis Points

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Former Goldman Sachs executive Raoul Pal explains how AI is going to eat traditional software/SAAS. If your product is just software, agentic AI can reproduce it on demand, optimize it, and redeploy it to a better market. "Agentic AI means it’s like having Fiverr, a website of experts you can ask any question. It’ll go away and do the task.... Agentic AI will build, design the website, code it, register the domain name, figure out the branding, figure out the marketing, figure out the email list, figure out the whole thing. So then you and I are in competition. You’ve built this incredible new website. I just go to my AI and say, “Love Steven’s website. Can you just build it better. Boom. 3 minutes. How can we be entrepreneurs in software? Now there’s this theory going around that AI is going to eat software, and I kind of get it." ---- From 'The Diary Of A CEO and Raoul Pal The Journey Man' YT channel. (link in comment)

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48,418 views • 3 months ago

Following the trend to integrate AI directly into networks, Huawei is using AI to create AI-Centric Network solutions that will act as target networks for the agentic era. These solutions embed intelligence across three layers.

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Huawei

12,055,721 views • 3 months ago

Fivetran CEO George Fraser's theory of the SaaSpocalypse: "There's a lot more uncertainty embedded in all these SaaS companies... than there was a year ago." "I don't really buy into this reason that all these SaaS categories are gonna disappear and be replaced with vibe-coded software. I think there will be some, but I think the bigger threat is simply new companies coming along. It is just so much easier to write software now that AI-native companies will just zoom and catch up to the established incumbents and maybe be better." George Fraser with martin_casado

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a16z

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✨ New look: The agentic era is here! As this era unfolds, agents will observe, decide, transact, and execute tasks with real value on the line. The next generation of apps and agents will require trust built in. That’s why we’re building EigenCloud, a verifiable cloud for the agentic economy.

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41,302 views • 3 months ago

These are underfill layers! They are a solid color layer underneath another color layer, but they are slightly bigger, making it look like the outline of the layer above. This method will make it easier for riggers to give the model more range, as the underfill is easy to adjust

These are underfill layers! They are a solid color layer underneath another color layer, but they are slightly bigger, making it look like the outline of the layer above. This method will make it easier for riggers to give the model more range, as the underfill is easy to adjust

Suiika Customizable Model OUT NOW!

529,264 views • 2 years ago

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589,903 views • 1 year ago