This leads to a two-part question:
Future of SaaS: If custom, “good enough” software becomes trivial to create for specific needs, does the traditional SaaS model collapse? Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?
The New “Valuable Thing”: In a democratized creation world (like TikTok for video), what becomes the scarce asset? Is it distribution, vertical-specific data/models, or integration & trust? What would the “App Store” for these AI-generated micro-SaaS look like?
Looking for perspectives from builders, investors, and SaaS users.
rvz•1h ago
At some point AI platforms will struggle to monetize at the model API layer due to local models catching up. This is why the model providers are focused on AI model integrations at the application layer which invades traditional SaaS companies.
You now need to think very carefully about 'what' to build and assume that someone with a AI agent can clone your SaaS and race you to $0 as a risk.