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This is how the $1.3 trillion SaaS apocalypse will actually play out
| ....;;;;;;.;;.;.;.;;.;..;;;......;.;;.;.;.;;;;.. | 04/02/25 |
| .,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,. | 04/02/25 |
| Kosher Nostra | 04/02/25 |
| The Mercantilist Policy April | 04/02/25 |
| Forum Wars Are Easy To Win | 04/02/25 |
| Oh, you trade? | 04/02/25 |
| metaphysical geniusness | 04/02/25 |
| Oh, you trade? | 04/02/25 |
| metaphysical geniusness | 04/02/25 |
| Forum Wars Are Easy To Win | 04/02/25 |
| Oh, you trade? | 04/02/25 |
| Kosher Nostra | 04/02/25 |
| Before the Dawn Heals Us | 04/02/25 |
| ....;;;;;;.;;.;.;.;;.;..;;;......;.;;.;.;.;;;;.. | 04/03/25 |
| Before the Dawn Heals Us | 04/03/25 |
| Kosher Nostra | 04/02/25 |
| Before the Dawn Heals Us | 04/02/25 |
| Oh, you travel? | 04/02/25 |
| Before the Dawn Heals Us | 04/02/25 |
| The Mercantilist Policy April | 04/03/25 |
Poast new message in this thread
Date: April 2nd, 2025 4:53 PM Author: ....;;;;;;.;;.;.;.;;.;..;;;......;.;;.;.;.;;;;.. 50% of SaaS companies will die. Not because AI killed them, but because they refused to kill parts of themselves.
The companies that can't imagine cannibalizing their own business models will disappear first.
The project management tool that charges per seat but won't build AI that reduces headcount.
The customer support platform that bills by ticket volume but won't create AI that slashes ticket numbers.
The marketing automation tool that charges by contact count but refuses to build AI that makes small teams as effective as large ones.
The analytics platform that sells dashboards instead of insights and can't imagine a world where the questions get answered automatically.
They'll cling to outdated pricing models while watching their customers leave for competitors who understand that AI isn't a feature, it's a fundamental shift in how software delivers value.
The SaaS companies that survive will do something counterintuitive: they'll actively work to make their traditional metrics look worse in the short term.
THE REALITY THAT NO-ONE IS TALKING ABOUT:
SaaS companies of today are the AI companies of tomorrow.
They'll build AI that reduces the number of users needed, automates tasks they used to charge for, and eliminates entire categories of problems they once solved.
They'll find new ways to capture value that align with the efficiency they're creating.
The best SaaS companies sell solutions to specific problems in specific industries.
Those problems don't disappear with AI. If anything, they just get solved more elegantly.
Shopify won't be replaced by an AI shopping assistant, they'll build it themselves.
HubSpot won't be killed by AI content tools, they'll integrate them so deeply you'll forget they weren't always there. You even have the founder of hubspot incubating his own agent companies.
My updated thinking on SaaS and AI is this:
In 5 years, we won't talk about "AI companies" vs "SaaS companies".
Just like we don't distinguish between "internet companies" and "companies" anymore.
SaaS isn't going to die.
SaaS is just going through puberty. |
Date: April 2nd, 2025 4:56 PM Author: .,.,...,..,.,..:,,:,......,;:.,.:..:.,:,::,. Flush it all away (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808174) |
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Date: April 2nd, 2025 5:25 PM Author: Kosher Nostra (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808297) |
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Date: April 2nd, 2025 5:09 PM Author: The Mercantilist Policy April (No Future) (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808226) |
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Date: April 2nd, 2025 5:13 PM Author: Forum Wars Are Easy To Win Yeah. Yeah. Okay. But what if we just killed all Indians instead? (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808245) |
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Date: April 2nd, 2025 5:14 PM Author: Oh, you trade? (🧐) 👍 (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808247) |
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Date: April 2nd, 2025 5:15 PM Author: metaphysical geniusness ricky is fucked imo (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808250) |
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Date: April 2nd, 2025 5:15 PM Author: Oh, you trade? (🧐) if anyone was built for vibe coding it's ricky (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808251) |
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Date: April 2nd, 2025 5:16 PM Author: metaphysical geniusness ricky had to pay zoomer "consultants" to build a shitty RAG app (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808252) |
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Date: April 2nd, 2025 5:18 PM Author: Forum Wars Are Easy To Win (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808269) |
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Date: April 2nd, 2025 5:57 PM Author: Oh, you trade? (🧐) that's every vibe coder. and ricky's got the tribe behind him. (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808443) |
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Date: April 2nd, 2025 9:20 PM Author: Kosher Nostra (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48809106) |
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Date: April 2nd, 2025 9:57 PM Author: Before the Dawn Heals Us (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48809222) |
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Date: April 3rd, 2025 1:31 PM Author: ....;;;;;;.;;.;.;.;;.;..;;;......;.;;.;.;.;;;;.. (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48811613) |
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Date: April 3rd, 2025 1:33 PM Author: Before the Dawn Heals Us (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48811621) |
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Date: April 2nd, 2025 5:25 PM Author: Kosher Nostra (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48808299) |
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Date: April 2nd, 2025 9:59 PM Author: Before the Dawn Heals Us (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48809229) |
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Date: April 2nd, 2025 9:58 PM Author: Oh, you travel? ( ) what will become of the Project Managers (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48809225) |
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Date: April 2nd, 2025 9:59 PM Author: Before the Dawn Heals Us (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48809231) |
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Date: April 3rd, 2025 1:33 PM Author: The Mercantilist Policy April (No Future) (http://www.autoadmit.com/thread.php?thread_id=5704013&forum_id=2...id.#48811620) |