This is my take as well. Everyone (correctly, in my opinion) assumes that customers won't bother to recreate a SaaS themselves with AI because it requires at least some skill, time, and knowledge.
But SaaS doesn't die because of all the customers creating one-off solutions themselves. It does the "desktop program" -> "mobile app" pricing transition.
It drops monumentally in price because now a very small (sub five) group can clone an experience and charge pennies on the dollar.
Why pay $15/month/user if some other reasonably stable company offers you $1/month/user?
But SaaS doesn't die because of all the customers creating one-off solutions themselves. It does the "desktop program" -> "mobile app" pricing transition.
It drops monumentally in price because now a very small (sub five) group can clone an experience and charge pennies on the dollar.
Why pay $15/month/user if some other reasonably stable company offers you $1/month/user?