“AI 正在杀死（按席位收费的）SaaS”这种说法很蠢。

Exactly, SaaS had high multiples because of high margins and consistent high growth. Now that the high margins and growth are called into question it makes sense that SaaS may derate permanently.

It may not be as crazy doom and gloom as people are claiming but going from 20-30% annual growth to 5-10% growth can see multiples drop significantly.

maintained for 300k/year? So one engineer? ya that’s not happening lol

Migrated all the data from Salesforce objects to our Azure DB before transition. Copied the Salesforce objects/tables schema 1:1, for the new system. New system writes to the tables migrated to Azure DB, with the exact same column structure.

From my perspective, which is financial controlling/sales analytics teams, not much has changed i just query the new table instead of the Salesforce object.

Didn’t snowflake wiped some company’s entire records?

What do you mean raw quality?

Here is an example of improvements, let say you have a trillion parameters, but you only run 100 billion of them that are relevant to the work currently being done.

Do you honestly think the only improvment that have been made to LLMs is adding more parameters?

companies relearning old lessons, tale as old as history.

Exactly this. AI already is, and will become exponentially more effective in building and implementing the software and technical infrastructure, but this is only part of a business. People overestimate the disruptive power in that sense. Surely a lot of lesser SaaS companies will go out of business, but the bigger players have vast advantages in their reach, trust, and interconnectedness and can leverage this to compete with startups, especially considering they're using AI to the fullest themselves.

I think the poeple creating products from ai are often the tech enabled end users of existing Saas products with missing features. Possibly ai makes it more difficult to roadmap features or up sell accounts when clients just vibe code their own solutions

Right. Saas isn't doomed. But most Saas companies were at too high a premium in 24.

Stick to PCB’s and not licensing agreements 👋

Developing products was never an issue. If not 5-7 people, even 100 people would have done the damage already without AI or with minimal use of AI. Doing business involves other risks, like having accountability, talking to people to get things done, execution, resolving issues, and lot more. That's the part AI can't replace and it is way more than 60% of the work.

When I have an issue and call, I keep saying 'talk to an agent's until I find a human. If I can't, I'll close the account with that company. I'll be so pissed if I receive automatic replies when my questions are not standard and bots can't answer them and keep giving replies in circles. Pretty sure everyone else share the same frustration.

So, development bottlement was never a big issue in the past.

Sarcasm isnt a smart response or serious counter argument.