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AI is killing B2B SaaS

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Re: AI is killing B2B SaaS

#572
post #73
post #55

Earlier quoted context omitted.

> it's quality, availability, price, etc. Are you sure? Companies still use SharePoint Online, Teams etc. The F in SharePoint stands for fast

You're proving the point? Sharepoint, teams: availability + price. Every company has microflows, sharepoint and teams are automatically available and part of the price or lower priced than the competition.

You missed quality and the price isn't that cheap

Re: AI is killing B2B SaaS

#575

It's a tale as old as time that developers, particularly junior developers, are convinced they could "slap together something in one weekend" that would replace expensive SAAS software and "just do the parts of it we actually use". Unfortunately, the same arguments against those devs regular-coding a bespoke replacement apply to them vibe-coding a bespoke replacement: management simply doesn't want to be responsible…

management simply doesn't want to be responsible for it

That sounds dysfunctional. The purpose of management is to manage risk, not to avoid it. A proper manager would be able to quantify both the risks and the costs, present those figures in an easy overview, and then be able to defend their decision (or advise higher management) using that.

Re: AI is killing B2B SaaS

#576

It's a tale as old as time that developers, particularly junior developers, are convinced they could "slap together something in one weekend" that would replace expensive SAAS software and "just do the parts of it we actually use". Unfortunately, the same arguments against those devs regular-coding a bespoke replacement apply to them vibe-coding a bespoke replacement: management simply doesn't want to be responsible…

OTOH, I was hired by an enterprise that was many months into a giant backend rewrite. After wrapping my head around the many plans, I realized they were rewriting Django, badly. One weekend I prototyped the whole thing… in Django. It worked. It met the specs. It was a CRUD app with a REST API. I came in to work Monday morning, showed it off, and inadvertently triggered a firestorm. Later my boss told me not to do tha…

I had a similar experience where someone that had prior experience with django while we were using sqlalchemy started to design a django-like ORM on top of sqlalchemy. Of course it took him some time to get working, was a hell to understand and extend and most importantly lacked support for basic features.

Fortunately it was limited to a small isolated service but I can imagine the damage on the long term if you continue that route on what becomes a huge monolith after a few years.

Re: AI is killing B2B SaaS

#577
post #512

Earlier quoted context omitted.

OTOH, I was hired by an enterprise that was many months into a giant backend rewrite. After wrapping my head around the many plans, I realized they were rewriting Django, badly. One weekend I prototyped the whole thing… in Django. It worked. It met the specs. It was a CRUD app with a REST API. I came in to work Monday morning, showed it off, and inadvertently triggered a firestorm. Later my boss told me not to do tha…

In the beginning of my career, I've been once told by my senior management that I should never again: 1. Optimize things so that they work 10 000 times faster because it makes us look incompetent (must be done slowly to show gradual progress). 2. Brag about such optimization (to stakeholders) without first synchronizing this with them (so they can brag proportionally to their pay rate :) ).

Unless you were working at a startup full of very naive people, I gotta say this sounds made up.

Re: AI is killing B2B SaaS

#578

Earlier quoted context omitted.

I have heard this from execs at public companies as well. I think a HUGE part of this appetite is that today no one has yet been subjected to doing business on a bunch of apps cobbled together by vibe coders. They are just hearing the promise that AI will allow them to build custom software that perfectly melds to their needs in no time at all, and think it sounds great. I suspect the early adopters who go this route…

In the world of B2B software many of the 'hard problems in custom software development' have not been solved by human coders either - it can be an extremely grim market for anyone who cares about software quality. I'm completely unconvinced that on average a vibe-coded app is worse than the typical B2B slop.

Exactly — that’s why SaaS isn’t going away.

Re: AI is killing B2B SaaS

#579
post #39
post #37

Earlier quoted context omitted.

Its funny you mention excel, I see vibe coding in the business sense right now being a gateway to replace all of the ad hoc uses of excel. We've basically leveled up the quality of the software you can build before buying a SaaS product or a hiring an in house engineer.

> I see vibe coding in the business sense right now being a gateway to replace all of the ad hoc uses of excel I rather use Excel. It's likely More robust and safer than the vibe coded app that could trigger data loss / incorrectness / issues any time.

> I rather use Excel. It's likely More robust and safer than the vibe coded app that could trigger data loss / incorrectness / issues any time.

Excel has had a lot of data loss / incorrectness issues.

Example: https://www.bbc.com/news/technology-54423988

Re: AI is killing B2B SaaS

#580

I have few sticks in the sand in my thinking framework: * writing code has always been the easiest part of building software, deciding what to do and what not to do is something else that takes forever sometimes * there are several open source projects that can replace commercial SaaS and still people prefer to purchase commercial SaaS. These are available immediately, deployed immediately etc etc. * along the same l…

>people are underestimating how draining is operating and maintaining software

Yep. Many SaaS have an edge because they factorize the struggle of many customers, if a SaaS has 1000 customers, each customer vibing their way into a home-built solution will require dedicated efforts at maintaining it. Even with AI, those efforts aren't negligible.

Many companies don't even operate any IT infrastructure, cloud or otherwise, themselves, beyond office connectivity, AI replacing SaaS will require someone in charge of that at the very least.

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