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At the centre When writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does. Holds DPDylan Patel Read this korrent →

• Same subject: SaaS Agents will increase the number of users of SaaS rather than get rid of it. Holds DSDan Shipper
• Same subject: SaaS AI companies are disrupting entire industries, causing a partial collapse of the traditional SaaS business model. Holds PLPieter Levels
• Same subject: SaaS 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 PLPieter Levels
• Same subject: SaaS Most SaaS subscriptions can now be replaced by software you vibecode for yourself. Holds PLPieter Levels
• Same subject: SaaS SaaS stocks are a buy right now. Holds DSDan Shipper
• Same subject: SaaS 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 CBClay Bavor
• Same subject: SaaS 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 MKMartin Kleppmann
• Same subject: SaaS 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 DSDan Shipper