Comment by bandrami
22 days ago
I don't do tea leaves so I wouldn't commit to that, particularly because I think SAAS was oversold in general even before LLMs came out. But I think the idea that the industry as a whole will shrivel away just isn't feasible, even if there is a correction.
The B2B startup motto of "where someone is using Excel to do something other than accounting, there's a startup waiting to happen" has been shockingly resilient over the decades, and I suspect will continue to be.
We need a new one: "Where someone is using a vibe-coded internal tool made by the creative department that keeps needing bug fixes, there's a start up waiting to happen."
Paper forms used to be our main competitor.
Paper forms have some amazing features that software really can't compete with. And also some significant downsides that software fixes.