One of the things about this whole death of SAAS thing is -
People buy SAAS to offload the cognitive load of understanding the problem space, not just because it’s hard to write for loops.
But writing code probably is a cost. I think there will be an impact but I wonder if - these big companies keep selling to big companies because no one wants to hire a whole ass compliance team to ensure the business logic is consistently up to date.
But maybe there’s a whole lot of people caught up in edge cases that can be solved by a smaller team now? This I think is mostly what I hear about.
In summary, I suspect this is an overcorrection but there is some level of core concern here.
I am convinced that the AI boom is indistinguishable from offshoring - there are neat tools to assist development that are now available but imaging your company can be serviced by one underpaid prompt engineer is just ignoring that software solutions need to be evolved over time and planning for that evolution is most of the work in software engineering.
> One of the things about this whole death of SAAS [...]
If I purchase a swarm of domain-specific agents I am still purchasing software.
If I am building my own agents that I am monetizing I am still indirectly purchasing compute.
If I am purchasing Cursor licenses on a subscription I am still paying for code (also know as software) as a service.
The thing is, Agents and AI services are SaaS but not all SaaS is agents or AI.
> But like, how are IFTTT and zapier doing
Zapier is on track to exit either this year or next - they have a GAAP revenue of around $300M in FY25 and $400M at FY26 at a $5B valuation. They can justify a $6B-7B IPO.
People buy SAAS to offload the cognitive load of understanding the problem space, not just because it’s hard to write for loops.
But writing code probably is a cost. I think there will be an impact but I wonder if - these big companies keep selling to big companies because no one wants to hire a whole ass compliance team to ensure the business logic is consistently up to date.
But maybe there’s a whole lot of people caught up in edge cases that can be solved by a smaller team now? This I think is mostly what I hear about.
In summary, I suspect this is an overcorrection but there is some level of core concern here.
But like, how are IFTTT and zapier doing?