How AI is breaking the SaaS business model [video](youtube.com)

3 pointsby EPendragon5 เดือนที่ผ่านมา2 comments

How AI is breaking the SaaS business model [video]

https://www.youtube.com/watch?v=cxcb55zr2Q8

2 comments

nomilk5 เดือนที่ผ่านมา

> The last few weeks have been concerning if you're a software developer and very concerning if you're a mega corporation that relies on the SaaS business model.

My 2c Econ101 analysis:

- Agentic tooling reduces the cost of making software

- This means greater supply, more competition, more variety, lower prices for consumers

Since both the cost of making software and the cost of buying software go down, both consumers and producers can be better off (i.e. lower prices for consumers and greater profits for producers).

EPendragon5 เดือนที่ผ่านมา

I like your take on that. I also tend to think that it just diversifies market offers. Not everyone will want to vibecode their applications. Some people will still prefer to have someone create it for them.