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AI is killing B2B SaaS

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Re: AI is killing B2B SaaS

#111

Post by xhrpost »

kriro wrote: post #78

I'd actually say the opposite is the case. B2B (even SaaS) is probably the most robust when it comes to AI resistance. The described "in house vibe coded SaaS replacement" does not mirror my experience in B2B at all. The B2B software mindset I've encountered the most is "We'll pay you so we don't have to wrestle with this and can focus on what we do. We'll pay you even more if we worry even less." which is basically…

Reminds me of a blog post a while back saying that gigabit fiber at home would lead to everyone running their own email server.

Re: AI is killing B2B SaaS

#113

Post by stronglikedan »

kriro wrote: post #78

I'd actually say the opposite is the case. B2B (even SaaS) is probably the most robust when it comes to AI resistance. The described "in house vibe coded SaaS replacement" does not mirror my experience in B2B at all. The B2B software mindset I've encountered the most is "We'll pay you so we don't have to wrestle with this and can focus on what we do. We'll pay you even more if we worry even less." which is basically…

B2B is a large corp is like you describe, but it's very different in SMBs, and there are many, many more SMBs.

Re: AI is killing B2B SaaS

#114

Post by namanyayg »

avereveard wrote: post #31

here's the secret saas can vibe code features too on top of their paid well developed and secured api. they can get off their ass and vibe code a mcp wrapper, so user can use the ai tooling they pay for to interact with their saas. and they'd be called visionary hero of the agentic revolution. but they don't want to. and they will be replaced, as it's good and well.

Some founders are realizing this, we're helping a lot of B2B SaaS achieve exactly this with our whitelabelled solution.

Re: AI is killing B2B SaaS

#116

Post by no_wizard »

kachapopopow wrote: post #86
kriro wrote: post #78

I'd actually say the opposite is the case. B2B (even SaaS) is probably the most robust when it comes to AI resistance. The described "in house vibe coded SaaS replacement" does not mirror my experience in B2B at all. The B2B software mindset I've encountered the most is "We'll pay you so we don't have to wrestle with this and can focus on what we do. We'll pay you even more if we worry even less." which is basically…

hard disagree, several b2b categories are going extinct because AI just completely replaced them. I mean if we want recent examples just look at tailwindui since it's technically a SaaS.

TailwindUI unfortunately sits in a position of being an easy to disrupt business with current AI.

Now attempt the same with Zoom, I suspect vibe coding will fall down on a project that complex to fit the mental model of a single engineer maintained a widely used tool

Re: AI is killing B2B SaaS

#118

Post by kgwxd »

Maybe the type of SaaS that's akin to stock media (photos, video, music). Just hard enough to do from scratch, but not important enough that it needs to be exceptional in it's field. I've made some money off software like that, and it was nice, but I always knew it couldn't last. Better developers took most of it from me years ago.

Re: AI is killing B2B SaaS

#119

Post by ahmedhawas123 »

As a founder, there is another angle here that is worth mentioning. Not only does AI B2B SaaS allow insourcing, it also allows there to be 10x (imaginary number) the number of companies building SaaS for the same use case. What we see in healthcare or finance for example is executive fatigue from demos, in many cases mostly vibe coded frontend UIs that entrepreneurs are using to test the market. This creates friction for businesses / SaaS companies that are unable to show how their solution is unique, well built or has a clear moat over the many others they have seen.

Re: AI is killing B2B SaaS

#120

Post by mattas »

For the most part, you can replicate any B2B SaaS product in a spreadsheet. The same reasons why spreadsheets didn't kill B2B SaaS apply to "in house vibe coded SaaS replacements." The original in house apps are (and continue to be) spreadsheets.
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