[BloondAndDoom]

AI coding really picked up 3 months ago, before that it wasn’t really delivering this levels. So if people started to work on stuff 3-6 months ago, yes I think we will start to see more competition. AppStore is already flooded.

The biggest problem is discoverability, doesn’t matter what you built if you cannot advertise it won’t matter. But there a lot fields where enterprise SaaS is 5-10K, if you cans build the same product and sell for 1K and make profit yet it will work. And just to be clear this is already working in tons of enterprise markets, there are small players who follows this strategy but this time 1-3 people will able to follow this strategy instead of 20, which is a game changer and will change the market forever. Not all but most big enterprises going grow much slower, and valuations will crash. It might take 2-5 years though, it’s just nature of SaaS, it takes a while to slow 100mph train.