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AI is killing B2B SaaS

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211–220 of 752 posts

Re: AI is killing B2B SaaS

#211
post #170

Earlier quoted context omitted.

sorry, what do you mean?

If I understand correctly many organizations will not develop original stuff internally, because nobody internally wants to be the one is shouted at if something goes wrong.

Depends on the size of the organization.

Re: AI is killing B2B SaaS

#212
post #199

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…

This vibe-coding-will-replace-SaaS insanity is the new crypto-will-replace-fiat-money insanity.

People really seem to believe that code is the only thing you need to make a SaaS company. It's like thinking a line cook is all you need to open a restaurant. There are so, so many other components to running a business.

Re: AI is killing B2B SaaS

#213

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…

what if this time it's senior developers and they actually can slap something together better then the expensive SAAS offerings? what if the expensive SAAS offering is just as vibe coded and poor quality as what a junior offers?

It that works, nobody would be using Jira anymore, because people would just use a competitor that's cheaper or vibe code their internal Jira tool.

Somehow that has not happened yet in 2026.

Re: AI is killing B2B SaaS

#214
post #199

Earlier quoted context omitted.

This vibe-coding-will-replace-SaaS insanity is the new crypto-will-replace-fiat-money insanity.

People really seem to believe that code is the only thing you need to make a SaaS company. It's like thinking a line cook is all you need to open a restaurant. There are so, so many other components to running a business.

I agree!

Although the proponents of this idea argue that companies will create and (!) maintain many tools in-house.

It’s not so much about running a business, since you don’t sell anything and only have internal customers.

Re: AI is killing B2B SaaS

#215
post #159
post #123

Earlier quoted context omitted.

> we want recent examples just look at tailwindui since it's technically a SaaS. This is a terrible example. Show me someone ripping out their SAP ERP or SalesForce CRM system where they're paying $100k+ for a vibe coded alternative and I'll believe this overall sentiment.

These examples are going to be lagging indicators of the underlying sentiment. Just because it cannot be done today, doesn't mean there is not a real appetite in large enterprises to do exactly this. Without naming names, I know of at least one public company with a real hunger for exactly this eventuality.

So, do their AI devs have deep knowledge of the business processes, regulations/legal (of course in all kinds of regions), scaling, security, ... ? Because the LLMs sure as hell are lacking that knowledge (again, in depth).

Of course, once AGI is available (if it is ever) everything changes. But for now someone needs to have the deep expertise.

Re: AI is killing B2B SaaS

#216

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…

We are certainly closer now to being able to prototype and go to market faster with a product. In one weekend is a little much but I think its hard to deny that building will continue to expedite. What most developers don't think about is that the marketing, sales, customer service are all non-trivial parts of the business/product and all require legwork that is more than just sitting at an IDE. The nail in the coffin is that the data is a large part of company moats, and new products need time in the market to get that. Migration is also a long process and risky...so to get customers, a newcomer needs to provide way more value than what the incumbent gives.

I imagine you're going to have people trying to automate the whole GTM lifecycle, but eventually the developer that thinks they can bootstrap a one man enterprise without actually doing any kind of social interaction will run into a wall.

Re: AI is killing B2B SaaS

#217

I just don't buy it. Most people who've been in a business SaaS environment know that writing the software is relatively the easy part aside from in very difficult technical domains. The sales cycle + renewals and solution engineering for businesses is the majority of the work, and that's going nowhere.

[deleted]

Re: AI is killing B2B SaaS

#219

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…

So you think this downturn will be short lived? When management realise that the vibe coded projects are not maintainable, SAAS will be as popular as ever

They will magically realize this when their huge bonuses will be tied to something longer lasting than last quarter/year performance on some very narrow metric (which has nothing to do with sane stuff like adding long term value to some part of the company).

They are not stupid, far from it, most are (very) high functioning sociopaths. And out and up there its everybody for themselves first.

Re: AI is killing B2B SaaS

#220

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…

So you think this downturn will be short lived? When management realise that the vibe coded projects are not maintainable, SAAS will be as popular as ever

All of the hype surrounding AI will subside when a SaaS company eventually deploys a moltbot version of their software and the company is driven out of existence due to the chaos that ensues.
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