The real question isn’t whether we’ll run out of SaaS customers, it’s whether we’ll run out of new problems that can be solved by the current set of tools. I doubt it, it’d be a historical first in the modern era. But the solutions may move closer to the companies with the problems. More in-house, fewer intermediaries.

I think the biggest impact will be on SaaS products from startups and side projects. People will think, "I can build something myself with the help of AI, so why should I pay to try your unfinished product?" The barrier to entry has become higher, requiring a more complete product.

Hmm, suppose Claude Code can make a prototype.

But who's going to deploy it, make backups, integrate authentication, review security?..

Now, perhaps, it would be nice to have some kind of a ERP framework which would host AI-generated apps and connect them to each other. Is there anything like that?

I’ve been saying this for months:

https://efitz-thoughts.blogspot.com/2025/08/the-effect-of-ll...

>SaaS valuations are built on two key assumptions: fast customer growth and high NRR (often exceeding 100%).

They are also on the basis of high gross margins of 80-90%. What happens to margins when you start including token variable costs?

The only SaaS that AI has eaten for us is Retool. It wasn't the cost (we were paying < $200 per month). Retool has become more clunky to use vs. writing code with AI to solve the problems we used Retool for.

Yes when I need to convert music in one way or another I dont pay 0.1$ to do it and be over with it.

I run Cloude Code to build that SaaS for me locally over the span of few weeks, to get the same value.

This article makes no sense.

This thread reeks of horse breeders saying cars won’t replace them.