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← Per-seat SaaS pricing, as used by tools like Slack, will become hard to defend.
17 connected korrents · 13 moments on record from 25 Oct 2023 to 1 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under AI agents
AI agents
Everything filed under stock market
stock market
Everything filed under innovation
innovation
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: Per-seat SaaS pricing, as used by tools like Slack, will become hard to defend. Per-seat SaaS pricing, as used by tools like Slack, will become hard to defend. Last stated 11 months ago
7 Oct 2025
NE
Nat Eliason — holds since 2025-10-07 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number of users of SaaS rather than get rid of it. Last stated 4 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 3 weeks 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 3 weeks 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 2 months 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 4 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 4 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. Last stated 4 months ago
21 May 2026
RK
Rohit Krishnan — holds since 2026-05-21 — tap for who they are
Same subject: A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. — tap to centre the map on it A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. Last stated a month ago
10 Aug 2026
PS
Peter Steinberger — holds since 2026-08-10 — tap for who they are
Same subject: A future where agents run and improve an organisation is impossible unless humans can first see and understand the system themselves. — tap to centre the map on it A future where agents run and improve an organisation is impossible unless humans can first see and understand the system themselves. Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — tap for who they are
Same subject: "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. — tap to centre the map on it "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. Last stated 3 years ago
25 Oct 2023
AH
Anton Howes — holds since 2023-10-25 — tap for who they are
Same subject: A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. — tap to centre the map on it A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. Last stated 2 months ago
21 Jul 2026
RT
Ruxandra Teslo — holds since 2026-07-21 — tap for who they are
Same subject: A company working at the edge of the barely possible has to control its own technology destiny, even at the application layer. — tap to centre the map on it A company working at the edge of the barely possible has to control its own technology destiny, even at the application layer. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — 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