AI isn't killing SaaS exactly, but instead of selling UIs, SaaS companies are going to have to focus on infrastructure and data. You have to host stuff somewhere, so there's an inescapable cost and transaction that has to take place. If businesses can pay one bill for infra + data management and get nice apps and stuff on top of that (without being locked in), that makes more sense than trying to roll stuff together even if you have a platform team.