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← Agents will increase the number of users of SaaS rather than get rid of it.
17 connected korrents · 14 moments on record from 20 Feb 2024 to 1 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under hiring
hiring
Everything filed under stock market
stock market
Everything filed under AI agents
AI agents
Everything filed under vibe coding
vibe coding Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Agents will increase the number of users of SaaS rather than get rid of it. Agents will increase the number of users of SaaS rather than get rid of it. Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. — tap to centre the map on it AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. — tap to centre the map on it AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups. Last stated 6 days ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: Most SaaS subscriptions can now be replaced by software you vibecode for yourself. — tap to centre the map on it Most SaaS subscriptions can now be replaced by software you vibecode for yourself. Last stated a month ago
26 Jul 2026
PL
Pieter Levels — holds since 2026-07-26 — tap for who they are
Same subject: SaaS stocks are a buy right now. — tap to centre the map on it SaaS stocks are a buy right now. Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: Software used to make you marginally more productive; an agent gets the job done for you, so you are hiring it rather than buying it. — tap to centre the map on it Software used to make you marginally more productive; an agent gets the job done for you, so you are hiring it rather than buying it. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: The reason a software-as-a-service business can charge a subscription is that it holds a gun to the customer's head over their own data. — tap to centre the map on it The reason a software-as-a-service business can charge a subscription is that it holds a gun to the customer's head over their own data. Last stated 5 months ago
22 Apr 2026
MK
Martin Kleppmann — holds since 2026-04-22 — tap for who they are
Same subject: When the agent runs inside the user’s own surface the user pays for the tokens, not the vendor — which is what saves SaaS margins. — tap to centre the map on it When the agent runs inside the user’s own surface the user pays for the tokens, not the vendor — which is what saves SaaS margins. Last stated 3 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: When writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does. — tap to centre the map on it When writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 weeks ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: A CEO cannot be a calibrated interviewer for every role, so insisting on interviewing every candidate makes hiring worse rather than better. — tap to centre the map on it A CEO cannot be a calibrated interviewer for every role, so insisting on interviewing every candidate makes hiring worse rather than better. Last stated 2 years ago
17 Dec 2024
CM
Charity Majors — holds since 2024-12-17 — tap for who they are
Same subject: A company should always have as few employees as possible, and hiring is the lever a leader reaches for last rather than first. — tap to centre the map on it A company should always have as few employees as possible, and hiring is the lever a leader reaches for last rather than first. Last stated 2 years ago
17 Dec 2024
CM
Charity Majors — holds since 2024-12-17 — tap for who they are
Same subject: A company should hire a product manager only against a specific need, never by default. — tap to centre the map on it A company should hire a product manager only against a specific need, never by default. Last stated a month ago
2 Aug 2026
TV
Tom Verrilli — holds since 2026-08-02 — tap for who they are
Same subject: A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong. — tap to centre the map on it A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong. Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — tap for who they are
Same subject: After pre-training, post-training and test-time scaling, the fourth scaling law is agentic: multiplying AI by spawning agents, and the whole loop scales on one thing, compute. — tap to centre the map on it After pre-training, post-training and test-time scaling, the fourth scaling law is agentic: multiplying AI by spawning agents, and the whole loop scales on one thing, compute. Last stated 6 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — tap for who they are
Same subject: Agent autonomy is a capability, not a product direction: what the person is actually trying to do decides whether more of it helps or ruins the thing. — tap to centre the map on it Agent autonomy is a capability, not a product direction: what the person is actually trying to do decides whether more of it helps or ruins the thing. Last stated 3 weeks ago
14 Aug 2026
SP
Sunil Pai — holds since 2026-08-14 — tap for who they are
At the centre
Agents will increase the number of users of SaaS rather than get rid of it.
Holds DS Dan ShipperRead this korrent →
AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model.
Holds
AI-assisted ('vibe') coding has made it so easy to build competing SaaS apps that a plain, unremarkable SaaS product can no longer easily attract signups.
Holds
Most SaaS subscriptions can now be replaced by software you vibecode for yourself.
Holds
SaaS stocks are a buy right now.
Holds DS Dan Shipper
Software used to make you marginally more productive; an agent gets the job done for you, so you are hiring it rather than buying it.
Holds CB Clay Bavor
The reason a software-as-a-service business can charge a subscription is that it holds a gun to the customer's head over their own data.
Holds MK Martin Kleppmann
When the agent runs inside the user’s own surface the user pays for the tokens, not the vendor — which is what saves SaaS margins.
Holds DS Dan Shipper
When writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does.
Holds DP Dylan Patel
Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
Holds BT Bret Taylor
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds BA Bill Ackman
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds NM Nick Maggiulli
A CEO cannot be a calibrated interviewer for every role, so insisting on interviewing every candidate makes hiring worse rather than better.
Holds CM Charity Majors
A company should always have as few employees as possible, and hiring is the lever a leader reaches for last rather than first.
Holds CM Charity Majors
A company should hire a product manager only against a specific need, never by default.
Holds TV Tom Verrilli
A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong.
Holds NF Nicole Forsgren
After pre-training, post-training and test-time scaling, the fourth scaling law is agentic: multiplying AI by spawning agents, and the whole loop scales on one thing, compute.
Holds JH Jensen Huang
Agent autonomy is a capability, not a product direction: what the person is actually trying to do decides whether more of it helps or ruins the thing.
Holds