… The weird part is that people at our company also fail to see this. “This vibe coder is going to recreate 20+ years of code, use cases, business processes and integrations for thousands of companies across hundreds of domains!” is uttered every day and just simply isn’t true.
Original discussionClaude Sonnet 4.6 System Card1,226 source comments · at importThe demise of saas has been overplayed imho. When companies buy software they are essentially buying something that solves a problem and the insurance that comes with that. Part of that means they get to pick up the phone and complain if something doesn't work and someone on the other end has to listen. There is also a strong community aspect to software, someone asks for an enhancement others can benefit etc. I just don't see a world where every corporation is building their own accounts, crm, hr software. I do see one where they can much more quickly self-create within certain boundaries and this is where enterprises will differentiate in the near term.
Full originalBring your own experience to the conversation.
It's certainly not true yet, but LLM abilities now vs two years ago leads really makes you think. It may not be easy to replicate all you do, but new entrants could easily just go after the highest margin parts of your business. Why try to tackle All the countries and browser configs when you can get 90% of the profitable ones, and just address that part of the market? i.e. Apple does a ton of work to ensure I'm paying taxes and complying with laws in hundreds of places I'll probably never make a sale in. Sure, some high paying people might need all of that, but I'd be happy with just USA. I only utilize the other parts because it was a few clicks.
Full originalMost companies only need a subset of the features that these mega-platforms offer, as they operate within single industry, targeting specific customers many times in a single country with a simpler legal landscape. I have no idea for sure, but odds are 80% of the revenue of these current saas providers is generated from 20% of the features they offer. Lightweight newcomers can just focus on that 20% and ignore the other 80%.
Full originalRespect different perspectives. Share concrete experiences.
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