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Comment by tootie

8 hours ago

The fear maybe a year ago was SaaSpocalypse. Why pay for Salesforce when I can vibe a CRM to my exact needs? Turns out to not be that easy.

The lion's share of value in a product like Salesforce is the ability to say "we run Salesforce" and have everyone know what you mean and have ready answers to all your problems even if they're not perfectly tailored (or cheap). Same thing with OS really. If natural language is now the most powerful programming language then having shared vocabulary on technical topics is more valuable than ever.

> The fear maybe a year ago was SaaSpocalypse. Why pay for Salesforce when I can vibe a CRM to my exact needs? Turns out to not be that easy.

In fact, it looks like the advent of AI has actually accelerated revenue growth for SaaS rather than killed it off. People simply aren't building these custom SaaS-killers as much as commenters on HN would have us believe.

Stripe Economics, The SaaSpocalypse was more like a RenaiSaaS: https://www.stripeeconomics.com/p/the-saaspocalypse-was-more...