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What happens to SaaS in a world with computer-using agents?

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Re: What happens to SaaS in a world with computer-using agents?

#52

Have you ever watched people talk excitedly about "agents" for thirty or forty years without ever actually providing an example that functioned for more than a couple of very precisely staged demos, if that? You Will.

Alexa/Siri/Google Assistant.

Except this time with full admin access to everything.

Re: What happens to SaaS in a world with computer-using agents?

#53
I don't think the Agents/LLM become the UI, they are going to be the orchestrators, but a well though UI is always going to be more useful than having to chat/write words so that an agent can help you.

It's gonna be: reusable saas components + ai orchestrator + specialized UI

On a related note, there's probably gonna be an extinction level event in the software industry as there's no software moat anymore.

When every application, every feature, every function can be replicated/reproduced by another company in a matter of minutes / hours using AI tools, you don't have a moat anymore.

Re: What happens to SaaS in a world with computer-using agents?

#54

I think this post underestimates how the degree to which “what data is correct” is deeply contextual. My team created an identical hypothesis to this doc ~2 years ago and generated a proof of concept. It was pretty magic, we had fortune 500 execs asking for reports on internal metrics and they’d generate in a couple of minutes. First week we got rave reviews - followed by an immediate round of negative feedback as we…

Completely agree. Even things that are considered "standard" or "basic" some times have deep contextual variances. For instance basic questions like "what is my ARR this month" can have varying answers for different businesses.

Re: What happens to SaaS in a world with computer-using agents?

#55
Let's look at an actual CRM for a moment. Salesforce has an suite of sales forecasts for projecting sales. A major feature of that is letting people make "adjustments" to the data. Every layer of your sales org can tweak the numbers that the layer below generates: https://help.salesforce.com/s/articleView?id=sales.forecasts...

I'm sure some of those adjustments are reasonable, but I'm also sure this gets used to create a stack of lies to please upper management.

There's some obvious issues with some sort of AI in such an environment. Do you train the AI to tell the right sorts of lies?

Re: What happens to SaaS in a world with computer-using agents?

#56
Look, I love LLMs and even implement them for customers, but I am very sceptical about them 'replacing' ERP and CRP systems. What some AI folks don't seem to understand is that traditional ERP and CRP apps are completely driven by auditable business rules because they have to be. If you're running a company, there's no discretion at all about how money and other assets and liabilities are accounted for. It all has to be strictly according to the rules. This goes for most everything else - management are responsible for the business rules implemented in the system and they need to be precisely spelled out. Sure, AI can and should be used extensively for the human UI piece of it. To simplify getting data into and out of the system for example. But the engine inside and the database are all strictly rule governed and I definitely dont expect that to change anytime soon.

Re: What happens to SaaS in a world with computer-using agents?

#57

We're working on Agents over at Zapier, https://zapier.com/agents You can have Agents run behaviors async by attaching triggers to them, for example when you get a specific email or something gets updated in a CRM. You can also give the agent access to basically any third-party action you can think of. Like others in this thread have pointed out, there's a nice middle-ground here between an LLM-only interface and som…

Nice! I'm kinda curious -- what do you see as Zapier's advantage when it comes to building agents? It seems like everyone is doing something similar? (e.g Lindy, Gumloop)

Agents have a pre-iPhone feel to them (when everyone was making phones with keyboards). What do you think the ultimate Agents looks like?

Re: What happens to SaaS in a world with computer-using agents?

#58
post #8

I learned about the idea of Generative UI from a Sharp Talk podcast, and it's stuck with me ever since. Many SaaS (especially the complex ones, which are the also the most important ones) have a tonne of UI often imposing a huge amount of non-work work onto users - all the clicking you have to do as part of entering or retrieving data, especially if the UI flow doesn't fit exactly what you're trying to do at that mom…

In a way that's what Claude Artifacts are. That said, I think there are many more ways to get gen UIs wrong then there are to get them right. Most users and use cases will be counterproductive with a dynamic UI. Debugging will be an absolute nightmare if not outright impossible, same with security.

Re: What happens to SaaS in a world with computer-using agents?

#59
I think everyone that thinks this way are smoking something. I use the latest and greatest AI tools and they never fail to disappoint, make shit up and just waste hours of time because they would rather answer with nonsense than ask questions or just say I don’t fucking know or something isn’t possible.

Re: What happens to SaaS in a world with computer-using agents?

#60
post #42

I think this post underestimates how the degree to which “what data is correct” is deeply contextual. My team created an identical hypothesis to this doc ~2 years ago and generated a proof of concept. It was pretty magic, we had fortune 500 execs asking for reports on internal metrics and they’d generate in a couple of minutes. First week we got rave reviews - followed by an immediate round of negative feedback as we…

> I think this post underestimates how the degree to which “what data is correct” is deeply contextual. I can't get anyone to listen to this point. I'm seeing plans going full steam ahead deploying AI when they don't even have a good definition of the PROBLEM much less how to train the AI to do things well and correctly. I was in a 90 minute meeting with some execs who were all high on ChatGPT Operators. He was sayin…

Executives are salivating at the opportunity to cut 80 staff with no repercussions. They're so eager they're keeping the blinkers on. The fact that the AI has no clothing is ignored because the promise is so attractive.
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