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The bespoke software revolution? I'm not buying it

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Re: The bespoke software revolution? I'm not buying it

#2
Neither am I. It feels like the dotcom in the sense that people will be spitting out new apps all overt the place. Down the line they will have problems maintaining them (and will say it's not core to their business) and they will revert to SaaS. However i expect the SaaS apps to have super low margins compared to today. Instead of 20-30% it will be 5-7% and the companies will be a shadow of themselves.

Re: The bespoke software revolution? I'm not buying it

#4
Why are SaaS margins apparently dropping? The cost of producing saas is going down, no one is investing in new saas companies, the build your own saas will crumble as described in this article, meanwhile corporate IT departments will be decimated to pay for ballooning AI costs leaving saas as the only option to run companies.

Are any saas companies actually reducing their prices?

Re: The bespoke software revolution? I'm not buying it

#6
post #2

Neither am I. It feels like the dotcom in the sense that people will be spitting out new apps all overt the place. Down the line they will have problems maintaining them (and will say it's not core to their business) and they will revert to SaaS. However i expect the SaaS apps to have super low margins compared to today. Instead of 20-30% it will be 5-7% and the companies will be a shadow of themselves.

Right so teams will shrink and we'll have more "bespoke" SaaS with more small biz services making enough to support maybe 5-10?

Sounds just like the bespoke software product companies and consultants out there.

Re: The bespoke software revolution? I'm not buying it

#7
I don’t disagree if models stay as capable as they are today. But devils advocate: the point of the saaspocalypse isn’t just that anyone will be able to make their own software, it’s also that the AI will be good enough and interconnected enough to maintain it.

The world these investors are envisioning is not one where a software engineer gives a detailed spec to a model and reviews its output, deploys the resulting files and monitors said application. It’s where Jo-shmo at the law firm can tell the model “give me a new billing system”, and the AI does everything correctly and better than a team of software engineers, in a matter of minutes or hours. And that AI maintains it for them, better than the engineers would have

Re: The bespoke software revolution? I'm not buying it

#8
The doomsday saying the past months that everyone will now vibecode a solution instead of paying for SaaS as a big logic error… These people could have switched to self-hosting an open source clone of any popular SaaS but they didn‘t! Why? Because they dont want to be the person maintaining this, so we should those people not self-hosting a free software now go one step further and also build those products?

Re: The bespoke software revolution? I'm not buying it

#10
post #3

100%. Saas isn’t going away, but the economics are changing drastically and that’s bad for one-size-fits-all tools, and excellent for niche solutions. But it’s still saas, just more specific.

Isn’t the SaaS landscape already highly specific?
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