I'm not one to sell generative AI short at this point, but this seems at odds with the longer-term trend towards more centralized, off-the-shelf solutions, like Shopify, Salesforce, Squarespace, over the "bespoke," in-house alternatives that many companies developed in previous decades. Perhaps AI is making the TCO of "rolling your own" so low that it makes sense to go back to that over SaaS?

no. High interest rates and a cautionary view of future economic growth are killing B2B SaaS. Money is no longer free, and so there is a bigger push for cost-cutting rather than growing your buisness with free money.

A link shortener is such an easy thing to code, it's essentially one database table with a redirect. To add to that, there are many open source libraries to implement link shortening, including analytics and stuff. Even then Bitly and Rebrandly have customers (from their website) like Toyota, Cisco, Oracle, Monday.com, New York Times, etc.

Are these companies unable to build a link shortener? It's also so easy to migrate off shortener service. If they can and still choose to use these shortening services, there must be other reason. And that reason is that they simply don't want to. This has nothing to do with AI.

I run a software company and one of the reasons customers say they want to migrate from their homegrown spreadsheet is because the guy who built it left. A freaking spreadsheet!

Such blog posts and probably many comments here are the perfect answer to "Tell me you don't run a real business without telling me you don't run a real business"

Until Claude Code comes with indemnity insurance for HIPAA / GDPR / etc… B2B SaaS is here to stay. You want me to convince my auditor that the vibe-coded in house software handles PII correctly?

Making the audit someone else’s problem is 90% of the ‘buy’ value in ‘build vs buy’

There will be an exiting explosion of internal apps and tools and then it will die down as companies get back to business. All those tools and apps will turn into legacy apps and they will eventually try to migrate data off them into some saas platform because its not core to business.

Saas will have to drop prices to be competitive so fat margins will go away which will probably affect margins for AWS etc.

Anyone can learn to cook, and the barrier to entry is low. There's no shortage of restaurants though.

At the end of the day you do not need to replace your B2B SaaS with AI.

You need your B2B SaaS to think you can use AI to replace it though, so said SaaS will keep it's prices reasonable. Otherwise they have you by the balls and will charge you much as humanly possible.

if you're a software company and all your clients are in tech...you're gonna have a bad time. godspeed.

I've worked in SaaS for most of my career, only recently working at a big corp who is largely the buyer and user of SaaS tools to meet their objectives. From the perspective of the corp business buyer, they want something that works for their needs and they want to buy something instead of build it because the support costs are gnarly. They already have engineers dedicated to the tools they've purchased. Much better to put the risk on someone else they can yell at. And the permissions and access to these tools, reports, data, is usually its own special problem to manage. Building a lot of one-off tools is going to just give IT a huge headache and they will push the org to buy before vibe coding a solution.