
AI agents will not kill 80% of SaaS.
They will kill all the SaaS that didn't deserve to exist in the first place.
But the idea that SaaS will be replaced by agents has several flaws:
- The moment an agent does something useful and repeatable, it gets turned into a deterministic system. Once you figure out a workflow, you don't want probabilistic answers.
- No one is going to wait for an agent to generate a custom app every time they need to do a task. If they do, thinking they'll use it again, congrats they now have custom software they have to maintain.
- The reason most people don't build software isn't just because they can't code, it's because they don't know what they actually want. Great products exist because someone put a lot of thought and iteration over an extended period of time.
AI is gonna enable 100x the amount of SaaS that we have today.
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