Users had to pay for saas but the price was justified by spendings of the saas company. Mostly to the dev/testers/support salaries. This is what you have been paying when you were paying for the saas.
Now when the management fires employees and replace them with ai they do this for one reason: greed. Have you noticed any price drops of any saas which fired the team? I haven't.
The AI changes the market on every aspect and Saas will die sooner or later.
Also, why target multi-tenant? presumably the audience is a single org.
Unfortunately, that won't be a low effort thing where you can burn $100 to create an imitation of something, so all we get is vibe-coded Photoshop clones...
It’s been pub chat amongst my friends for months. We’re too much of a bunch of slackers to have actually done anything about it, but it’s been actively discussed.
We didn’t quite couch it as a protest movement either. My suspicion is that doing so rather ruins the idea from a commercial viability perspective (popularity ruins, or at least changes, everything that becomes too popular).
- Not every SaaS have their moat at a 100% of the software, e.g.: You could vibecode a Twilio, but good luck establishing contracts with carriers on getting phone numbers in bulk, which is their actual moat.
- Having the movement's foundation on revenge is a fuel that lasts very little. Once the avengers run out of motivation or the source of rage gets resolved (i.e. these developers get hired for higher salaries at companies with better culture), the steam will just dissipate. I know this myself by having walked this walk.
As long as new implementations of the software solves actual friction points of their would-be users, the chances for adoption/switch are higher than just making drop-in replacements. The justification gap to switch needs to be wide enough. I know graphic designers are pretty mad generally at Adobe's predatory licensing model, but is that true of other SaaS vendors?
Identify these friction points, sometimes it's not just clunky UI/UX, sometimes it's complicated billing (much like AnyDesk guys left TeamViewer and adopted a licensing model that actually makes sense). Sometimes it's just really bad tech support; the pandemic days left some vendors exposed at this particular area.
More often than not it's just customers that feel trapped by vendor lock-in, and have no solid alternatives, but by switching they wonder if this alternate vendor will just get greedy and do the same, which feels treacherous to these (rightfully) hurt, paying individuals and companies (particularly SMBs).
2 weeks of dev time is worth way more than 20$. So people buy to solve their problem faster and with less of a headache than they would themselves.
And the network effects of taking frontally cloud IDPs like Google, or even OpenID…
We have standards like OIDC 2.0, but every IDP (including the big ones like Entra and Google) have subtle differences that still requires custom code per IDP. So all SaaS you interact with will have to do work to support your specific IDP solution.
Then there is support, you can't reasonably expect a SaaS that you pay a few bucks a month for to help you troubleshoot problems when authenticating using your self-hosted IDP solution inevitably fails.
Could it be that Marc Benioff knows a few things that you don't know? If so, any guesses what those could be?