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but they don't want to. and they will be replaced, as it's good and well.
But, not sure which successful SaaS companies just stopped shipping any updates to the product, never talked to their customers and never added any new features to win over major new accounts - and still managed to survive and thrive?
And the author actually confirms this:
> AI isn’t killing B2B SaaS. It’s killing B2B SaaS that refuses to evolve.
It's not and I really doubt it will, for true SaaS platforms. A desktop .gif recorder (frequent example I've read about) is not a SaaS, even if you charge monthly for it. Let's put an example an exception-tracking SaaS (Sentry, Rollbar). How do the economics of paying a few hundred bucks per month compare vs. allocating engineering resources to an in-house tracker? Think development time, infra investment, tokens, it…
> How to keep asking customers for renewal, when every customer feels they can get something better built with vibe-coded AI products? Wrong take. You don't need to build something better, you only need something good enough that matches what you actually need. Whether you build it or not and ditch the SaaS is more of an economic calculus. Also, this isn't much about ditching the likes of Jira not even mentioning ope…
The sheer volume of data, the need for real time consistency in store locations, yada yada means that bad early decisions bite hard down the road.
Lots of drudge work can be assisted by AI, especially if you need to do things like in ingest excel sheets or spit out reports, but I would run far away from anything vibe coded as hard as possible.
Sure, vibe coding has impacted user's expectations. They know you can ship a new update easier and faster than before - and you actually can. But, not sure which successful SaaS companies just stopped shipping any updates to the product, never talked to their customers and never added any new features to win over major new accounts - and still managed to survive and thrive? And the author actually confirms this: > AI…
Can you though? With major bugs? We've been getting more and more crashes, downtime, issues etc lately and a lot of it has had to do with vibe coding.
The whole point of these B2B SaaS is meant to be quality.
i.e. it's set users' expectations but in the wrong way.
> How to keep asking customers for renewal, when every customer feels they can get something better built with vibe-coded AI products? Wrong take. You don't need to build something better, you only need something good enough that matches what you actually need. Whether you build it or not and ditch the SaaS is more of an economic calculus. Also, this isn't much about ditching the likes of Jira not even mentioning ope…
Having participated in the build of an inventory system / system of record for a large national retail company, I can't see vibe coding helping anything more than the prototyping in the discovery / requirements gathering parts of the process. The sheer volume of data, the need for real time consistency in store locations, yada yada means that bad early decisions bite hard down the road. Lots of drudge work can be ass…
You can shit out an app with AI, just like you could with Indian workers. But that doesn’t mean it will work properly or that you’ll be able to maintain it.
And most importantly, it only works for code they could steal from GitHub. It has no idea how to replicate sensitive systems which aren’t publically documented, and those are some of the most valuable contracts.
Earlier quoted context omitted.
Having participated in the build of an inventory system / system of record for a large national retail company, I can't see vibe coding helping anything more than the prototyping in the discovery / requirements gathering parts of the process. The sheer volume of data, the need for real time consistency in store locations, yada yada means that bad early decisions bite hard down the road. Lots of drudge work can be ass…
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 rather use Excel. It's likely More robust and safer than the vibe coded app that could trigger data loss / incorrectness / issues any time.
Maybe it's mostly from AI, maybe it's mostly general economic cutbacks. I also feel like these "wrapper" style SaaS products are the first ones companies are dropping when they are looking to cut costs, and I think a lot of companies are looking to cut costs. I do agree with the overall conclusion either way, that System of Record products/companies are the most likely to survive. There are a lot of SaaS companies wi…
A lot of companies have been too smart for that, and a lot of SaaS offerings are too small to be truly entrenched. Arguably the investment horizon is too short (IBM took decades getting to that point).
The only real vendors who managed to become the next IBM are the cloud providers.