A great post that got me thinking. Is it time for me, as a backend .net dev, to pivot in my Software Development career?
Grok rightly reminded me 'If you’re just maintaining legacy .NET code, you’re at risk.'
If SaaS unbundles, what's really next? How can I spot the gaps? What opportunities will appear?
SaaS is being dismantled as we speak!
We're witnessing the slow-motion collapse of an entire business model that dominated tech for two decades. The $1.3 trillion SaaS is being quietly hollowed out from within by AI agents.
Here's how I see it playing out:
Phase 1 (Now): AI as co-pilot. We're seeing this everywhere, Copilot for developers, Gamma for presentations, Harvey for legal research etc. These AI layers sit atop existing software, making it more efficient.
The SaaS companies feel safe, even excited, as AI seems to make their products more valuable. They're bringing knives to what they think is a knife fight.
Phase 2 (Next 12-18 months): The agent invasion. AI moves from co-pilot to autonomous operator. They're replacement workers that can fully operate existing software on your behalf.
The dam breaks when someone can say "analyze our Q2 performance" rather than clicking through Tableau, or "optimize our ad campaigns" instead of navigating Meta's ad manager. The expertise previously bundled with the software gets unbundled by agents.
Phase 3 (2-3 years): Software invisibility. The final phase happens when the agents bypass the human interfaces altogether. Why render dashboards, buttons and menus when AI can just access the APIs directly?
The value proposition of SaaS, bundling software, workflow, and expertise into user-friendly interfaces unravels completely. The interfaces were designed for humans, but agents don't need them.
Most SaaS incumbents don't see it coming because this isn't a classic disruption pattern. It's not about competing products with better features. It's about the evaporation of the core assumption that humans will operate software.
What's more, the barrier to creating custom, internal software is collapsing simultaneously. Companies that once had to choose between expensive custom development or off-the-shelf SaaS can now spin up bespoke solutions in days instead of months. Why pay Hubspot $1,500/month for a CRM when your team can build 'HubspotForUs' with an AI coding assistant over a weekend? The same features, perfectly tailored to your workflow, with no ongoing subscription costs.
This democratization of software creation means every company becomes a potential software producer rather than just a consumer. The specialized knowledge that SaaS companies monopolized is now available to anyone with access to an AI coding agent and domain expertise.
It went from $1M to build an MVP to build a SaaS to basically free overnight.
I bet the metrics will be puzzling at first, DAUs remain strong while feature usage mysteriously declines. The power users who drive revenue suddenly need fewer seats.
Customer success calls shift from "how do I use this feature?" to "can your software work with my AI agent?"
Or worse: "we built our own version that better fits our workflow."
The survivors won't be those with the best features or even those who add AI features fastest (from no AI to "ai-assisted").
The winners will be companies that expose their software's capabilities through agent-friendly APIs and position themselves as the most trustworthy information sources and execution engines in their domain.
There's also the shift from monthly subscriptions to outcome based software (pay per outcome, pay per task etc) but that's a tweet for another day!
The $1T question: Will Microsoft, Atlassian, Adobe etc. successfully navigate this transition, or will they be the Digital Equipment Corporation of our era too invested in the previous paradigm to adapt to the new one?
All I know is this will be a golden era for startups in the space.
SaaS is being dismantled, piece by piece, workflow by workflow, interface by interface.
Am I wrong?
The Bybit hack is officially the largest crypto heist in HISTORY.
$1.46B+ stolen and still counting. That's 16% of ALL previous crypto hacks COMBINED.
Here's what happened, what we know, and why this could change everything 🧵👇
I've spent a bunch of time recording my piano practice using top down filming and piano roll visualisers. Here's my second grade 1 piece I've learnt.
Sneaky Business - Beginners attempt at the ABRSM Grade 1 piece https://t.co/TUS02cTXFz via @YouTube
I should add that I started taking lessons back in October. The advice I've been getting over and over from people is to share and record progress. It's scary when you see so many talented folks online sharing polished and amazing pieces.
🇦🇷 MILEI: ARGENTINA ENDS DEFICIT FOR THE FIRST TIME IN 123 YEARS
"The deficit was the root of all our evils—without it, there’s no debt, no emission, no inflation.
Today, we have a sustained fiscal surplus, free of default, for the first time in 123 years.
This historic achievement came from the greatest adjustment in history and reducing monetary emission to zero.
A year ago, a degenerate printed 13% of GDP to win an election, fueling inflation.
Today, monetary emission is a thing of the past."
Source: @JMilei@agarra_pala
Excellent thought provoking talk from Rory Sutherland.
Not sure I can get away with checking notifications every 2 hours at work, but at home I’m a notifications off guy; to the annoyance of friends and family.
I should add, this isn’t the main focus of talk!
https://t.co/FO9lN9OPWu
What can an 8-year-old build in 45 minutes with the assistance of AI?
My daughter has been learning to code with @cursor_ai and it's mind-blowing🤯
Here are highlights from her second coding session. In 45 minutes she built a chatbot powered by @CloudflareDev Workers AI 👀
Hybrid is great but I still think Maui in general needs more maturing. I seem to hit plenty of known issues and having to work around things. Just in the last hour I’ve been banging my head on something as simple as adding a JSON file to the resources/raw folder that breaks the iOS build.
The Azure team is building a CDK that lets you express azure resources in C#. It's still experimental at the moment but aspire integrates with this library to enable define azure resource graphs in C#. We build higher level APIs on top of these lower-level APIs with "smart defaults". This will ultimately turn into bicep and be executed in azure to create the resource.
For local development, we can automate resource deployment and gathering of connection information to allow running locally (https://t.co/LFMzfyh2Lr).
When used for deployment, we provision both the resource and the compute in azure, setting up the required role assignments.
These APIs allow for composition so defaults can be overridden.
Below shows the transition from low-level resource to high level abstraction using the aspire resource building blocks:
#dotnet #aspire #azure
Wow @LMStudioAI is AMAZING. Just works. I set up local models running on my NVidia and was running in 10 minutes! THEN a local proxy that pretends to be an OpenAI endpoint and I'm writing C# chat apps in airplane mode! https://t.co/3ahw2p20Ty Damn near perfect app #ai#chatgpt
Based on the Schröder Staircase and on the work by Kokichi Sugihara, professor at Meiji University, this animation provides a brilliant cartoon version of the popular optical illusion
https://t.co/AVsp34UQQA
ChatGPT can now browse the internet to provide you with current and authoritative information, complete with direct links to sources. It is no longer limited to data before September 2021.