When software becomes cheap to build, a lot of strange second-order effects kick in. It’s not just that products are easier to create; sales, marketing, and every other business function can iterate faster alongside them. That speed erodes moats. As this reality sinks in, I think we’re headed for a brutal shakeout in SaaS.
People still argue that distribution is the real bottleneck now. But when the product itself is trivial to build and change, the old dynamics break down. Historically, sales was hard because you had to design and refine a sales motion around a product that evolved slowly and carried real technical risk. You couldn’t afford to pour resources into distribution before the product stabilized, because getting it wrong was expensive.
That constraint is gone. The assumptions and equations we relied on to understand SaaS no longer apply—and the industry hasn’t fully internalized what that means yet.
People still argue that distribution is the real bottleneck now. But when the product itself is trivial to build and change, the old dynamics break down. Historically, sales was hard because you had to design and refine a sales motion around a product that evolved slowly and carried real technical risk. You couldn’t afford to pour resources into distribution before the product stabilized, because getting it wrong was expensive.
That constraint is gone. The assumptions and equations we relied on to understand SaaS no longer apply—and the industry hasn’t fully internalized what that means yet.