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AI is killing B2B SaaS

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Re: AI is killing B2B SaaS

#251

Post by ytoawwhra92 »

mittensc wrote: post #186
bandrami wrote: post #162

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?

You're not considering opportunity costs and buyers vs. users.

If your senior developers can slap together something better than an expensive SAAS offering you want them directing that energy at your core products/services rather than supporting tools.

And the people deciding to buy the expensive SAAS tools are often not the people using them, and typically don't care too much about how crappy the tool may or may not be for doing the job it's advertising as doing.

Re: AI is killing B2B SaaS

#252

Post by dolphinscorpion »

jonwinstanley wrote: post #168
bandrami wrote: post #162

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

In many cases, it's not a downturn, just a return to reasonable valuations. Other sectors should follow

Re: AI is killing B2B SaaS

#253

Post by risyachka »

mym1990 wrote: post #216
bandrami wrote: post #162

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 coffi…

In any usable product making a product is like 20% or less. Enter compliance, security, payments and a million other things.

Even if you can build it in a day B2B SaaS will continue to prosper because they sell peace of mind, reliability and compliance. Not features.

Also due to economy of scale it will always be cheaper to buy something from a vendor that sells it to many clients than to DIY it.

Re: AI is killing B2B SaaS

#254

Post by vdfs »

DebtDeflation wrote: post #234
baxtr wrote: post #199

Earlier quoted context omitted.

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

It's shocking to me how prevalent this "who needs Salesforce when everyone can just vibe code their own CRM from scratch in a day" narrative has become in the business press. Like, what???

That's not like "Who need Photoshop everyone can just vibe code their own photoshop"

They could just download GIMP or find cheaper alternative, that was always an option

Re: AI is killing B2B SaaS

#255

Post by overfeed »

mym1990 wrote: post #216
bandrami wrote: post #162

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 coffi…

> We are certainly closer now to being able to prototype and go to market faster with a product.

What are the higher-order effects when anyone can do this, and *aaS becomes a market for Lemons?

Re: AI is killing B2B SaaS

#256

Post by icedchai »

risyachka wrote: post #253
mym1990 wrote: post #216

Earlier quoted context omitted.

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 coffi…

In any usable product making a product is like 20% or less. Enter compliance, security, payments and a million other things. Even if you can build it in a day B2B SaaS will continue to prosper because they sell peace of mind, reliability and compliance. Not features. Also due to economy of scale it will always be cheaper to buy something from a vendor that sells it to many clients than to DIY it.

Yep. Wait until they realize one of their vibe coded apps validates everything client side and their entire DB is open to the world.

Re: AI is killing B2B SaaS

#258

Post by danielmarkbruce »

sqircles wrote: post #43

I would assume one major thing here is that many orgs only need a small subset of functionality from what most products provide. Many times, that small subset of functionality is only "good enough" in and of itself, but the org is paying the premium for the entire suite of whatever it is. This makes realizing that an LLM can get them to MVP and beyond much easier. Charging hundreds of thousands if not millions per ye…

There is also the benefit of being able to use a single database (and hence schema) across multiple "apps". In many cases the complexity arises from the fact that all these apps have their own databases.

Re: AI is killing B2B SaaS

#259

Post by jacobsenscott »

Remember when businesses ran on cobbled together access databases and vb? It was easier than building something ny prompting an llm.I made a good living just rewriting those things for them when they fell apart.

Re: AI is killing B2B SaaS

#260

Post by scotty79 »

bandrami wrote: post #162

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…

Your profit margin is my opportunity.
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