[codegeek]

The thing is that most people who claim that AI will kill SAAS have never run a SAAS business themselves or have never properly used a SAAS as a real customer for multiple years.

SAAS companies are not just about the software. They provide a series of things including hosting/maintenance, support, data, integrations and most importantly: solving a problem that customer is not interested in solving themselves because they hae more core problems to solve for their own business.

Is it true that some SAAS companies need to go out of business or do better than what they do now (e.g. locked in contracts, shitty support etc) ? Yes, absolutely. However, AI or vibe coding is not magically going to solve this problem.

At the end of the day, SAAS is a business model that has extreme value.

Source: I may be biased as a SAAS founder but I can assure that majority of our customers are not waking up daily and thinking "How can I stop paying this company $xx,xxx/Year for my business where it makes me $xxx,xxx/Year without me needing to hire/build my own product/team". Most of them certainly don't even think about "lets vibe code this shit". How do I know ? They are telling me on a daily basis. Sure, they need us to get on the AI bandwagon to solve their problems a little faster than now. If we cannot keep up, someday they may leave who can solve their problem faster/cheaper but they are not going to vibe code their own homegrown solution. In fact, we routinely migrate B2B customers from their own homegrown solutions (even before AI).