It is a bit weird watching the industry pivot from ‘no-code’ to AI agents.
But to be honest, i think if a prompt can knock out a bespoke app in five minutes, the traditional SaaS model is going to be as relevant as a fax machine, leaving the real value in whomever owns the pipes and the trust to actually run the stuff, and maintain it, once we've pivoted to the next shiny paradigm shift.
> Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?
At some point AI platforms will struggle to monetize at the model API layer due to local models catching up. This is why the model providers are focused on AI model integrations at the application layer which invades traditional SaaS companies.
You now need to think very carefully about 'what' to build and assume that someone with a AI agent can clone your SaaS and race you to $0 as a risk.
It is a bit weird watching the industry pivot from ‘no-code’ to AI agents. But to be honest, i think if a prompt can knock out a bespoke app in five minutes, the traditional SaaS model is going to be as relevant as a fax machine, leaving the real value in whomever owns the pipes and the trust to actually run the stuff, and maintain it, once we've pivoted to the next shiny paradigm shift.
Neural networks are not the magic wand that will create a high-quality app for you.
> Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?
At some point AI platforms will struggle to monetize at the model API layer due to local models catching up. This is why the model providers are focused on AI model integrations at the application layer which invades traditional SaaS companies.
You now need to think very carefully about 'what' to build and assume that someone with a AI agent can clone your SaaS and race you to $0 as a risk.