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1. bandra+(OP)[view] [source] 2026-02-04 22:03:49
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.
replies(1): >>sbarre+p
2. sbarre+p[view] [source] 2026-02-04 22:05:45
>>bandra+(OP)
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.
replies(2): >>Thoren+Q1 >>roboca+B6
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3. Thoren+Q1[view] [source] [discussion] 2026-02-04 22:13:09
>>sbarre+p
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."
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4. roboca+B6[view] [source] [discussion] 2026-02-04 22:36:39
>>sbarre+p
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.

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