All SaaS will die soon. The best option for them right now is to exit before fire sales start. Of course the first sentence was uttered by Satya Nadella. Today, I ran Techcelerate Coffees Manchester. Among the attendees was the best AI tech entrepreneur I know. He has already got rid of Xero, Freshdesk etc with functionality built on top of his database by AI. What dramatic changes have you seen? It’s. mind boggling - have we reached a Nokia and Kodak moment?
Hard disagree, “SaaS” will not die, but it will evolve. Will there be some companies that will build all the tooling and systems they need from scratch via AI? Sure. Just like there are people that like to grow their own vegetable garden. The vast majority though will continue to rely on grocery stores for the majority of their sustenance, either because of convenience, or because they prefer ready to consume goods, or inertia, or really any reason. Does that mean that SaaS business that remain static will stick around long term? Probably not. Just like grocery stores have evolved with the advent of InstaCart and Amazon/WholeFoods, so will SaaS. I do expect some further SaaS consolidation, to bolster platform breadth as well as to drive overall cost of service down, “your margin, my opportunity” style capitalism.
Apt vegetable analogy Manuel H.. https://x.com/sur4js/status/1733203259228324349?s=46 Death of software is greatly exaggerated (and I said it 2 years ago!)
