signüll@signulll
i’m absolutely loving the saas apocalypse discussions on the timeline right now.
to me the whole saas apocalypse via vibe coding internally narrative is mostly a distraction & quite nonsensical. no company will want to manage payroll or bug tracking software.
but the real potential threat to almost all saas is brutalized competition.
i.e. ai doesn’t need to magically recreate salesforce. it just needs to make it trivial for tiny teams to deliver functionally equivalent outcomes at a fraction of the cost. once that happens, pricing power potentially collapses.
imagine payroll… today you’re paying a fat margin for “trust + compliance + saas software” that increases prices so fucking often. like we have a startup & everyone is charging us up the ass for everything on a per seat basis. you can imagine tomorrow a 2 person shop empowered by ai can ship the same output, hit the same regulatory checkboxes, & charge 70% less because their cost structure is basically nil.
today saas margins exist because:
- engineering was scarce
- compliance was gated
- distribution was expensive
ai nukes all three in many ways, especially if you’re charging significantly less & know what the fuck you are doing when using ai. if you go to a company & say we will cut your fucking payroll bill by 50%, they will fucking listen.
the market will likely get flooded with credible substitutes, forcing prices down until the business model itself looks pretty damn suspect. someone smarter than me educate me on why this won’t happen please.
