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[return to "AI is killing B2B SaaS"]
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1. kriro+6K[view] [source] 2026-02-04 20:34:34
>>namany+(OP)
I'd actually say the opposite is the case. B2B (even SaaS) is probably the most robust when it comes to AI resistance. The described "in house vibe coded SaaS replacement" does not mirror my experience in B2B at all. The B2B software mindset I've encountered the most is "We'll pay you so we don't have to wrestle with this and can focus on what we do. We'll pay you even more if we worry even less." which is basically the opposite of...let's have someone inhouse vibe code and push to production. B2B is usually fairly conservative.
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2. llmsla+xP[view] [source] 2026-02-04 20:55:26
>>kriro+6K
how dont people understand? if you have a VC funded b2b saas, you need to charge huge margins for the investors to get a return. now, small teams can vibe code a replacement and charge 90% less money. AI is going to kill saas margins.

i literally cannot understand why people keep repeating that non tech companies will build their own software, thats not the bear case for saas

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3. AstroB+BQ[view] [source] 2026-02-04 21:00:40
>>llmsla+xP
Atlassian: surviving since 2002 because no-one could previously build a kanban board or project management app
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4. llmsla+511[view] [source] 2026-02-04 21:53:46
>>AstroB+BQ
no the difference is 90% cost savings, which was previously impossible
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5. AstroB+A21[view] [source] 2026-02-04 22:01:28
>>llmsla+511
How does a company charging 10% their competitor afford to compete on marketing, sales, design, user testing or customer service?

(this is even granting that AI is a 10x speedup for developers, which I don't agree with and no-one has shown)

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6. insom+891[view] [source] 2026-02-04 22:34:17
>>AstroB+A21
Well for marketing and sales your bigger competitor is already doing the work of showing companies that they want the functionality at all, and the cheaper competitor's sales and marketing pitch can be: we are much cheaper.

This is pretty much what blacksmith.sh does -- GitHub Actions but it's on faster and cheaper hardware. I'm sure they spend non-trivial amounts on marketing but "X but much cheaper" doesn't sound like a difficult sale.

(edit) And the design, sadly, can be as simple as "rip-off bigger competitor" -- of course if one day you are the big competitor because you "won" in the market, you'll need to invest in design, but by then I guess you'll have the money?

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