[viccis]

My company has some products that are SaaS-like, insofar as you are basically just paying us for the ability to use our services, and then some that are less SaaS-like insofar as they consist of paying for ongoing work produced by people with extremely sought after expertise. For potential customers in the first category, I'm starting to see them say, we're deciding between you, company X, company Y, and building it ourselves with AI. It's actually now a concern that any proof of value engagements will involve them just scanning the APIs and workflows to use as references for their LLM agents. Meanwhile our other products are not impacted by this at all and AI just helps them scale workloads.

We might see this die down a bit when people realize that the real reasons you don't just roll it yourself is that (a) you're paying the company to do it right and to be able to use an economy of scale to do it cheaper than you might even be able to yourself and (b) the real cost is not to build it but to maintain it.