What Dylan Patel thinks about SaaS

@dylan-patel · 50 positions · On ppll ↗

Founder and chief executive of SemiAnalysis, the research firm that tracks the semiconductor and AI data-centre supply chain.

Dylan Patel did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

Filter SaaS · Newest first

Topic

All 50SaaS 1semiconductors 22data centers 9America 8China 8LLMs 5AGI 3Anthropic 3energy 3

21 more topics

Google 3OpenAI 3scaling laws 3robotics 2war 2AI agents 1AI alignment 1AI and jobs 1ambition 1Apple 1batteries 1coding agents 1government 1ideas vs execution 1innovation 1Japan 1market efficiency 1nuclear power 1permitting 1software quality 1the cloud 1

Sort

NewestOldest

Only Dylan Patel on SaaS. See everyone on SaaS

1 dated position, 2025, in their own words. Our reading of what Dylan Patel has said — not written or endorsed by them.

1 position so far — this page is not yet offered to search engines.

1. 3 Feb 2025

   Our readingWhen writing software becomes cheap, platform SaaS dies: companies stop buying Salesforce and start building their own business logic, as China already does.

   China

   Their wordsBut what happens when every company can just invent their own business logic really cheaply and quickly? You stop using platform SaaS, you start building custom tailored solutions, you change them really quickly.

   ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com 39th of 44 in this recording