Dhawal Kumar

Just another person.

[Dhawal Kumar @defined_dhawal]

Lovable is down in India. https://t.co/DA74kPVI29
@lovable

[Dhawal Kumar @defined_dhawal]

@AirIndiaX That also did not arrive. Never flying with you again. Totally uninformed ground staff, just one @AirIndiaX employee handling 100s of people. No reimbursement for overnight accomadations violating Indian flight rules. @ndtvindia @ndtv @aajtak

[Dhawal Kumar @defined_dhawal]

Hey @AirIndiaX this is beyond pathetic. Our flight from Goa to Delhi is delayed >4hr endlessly with zero clarity. No alternate flight, no updates, no accountability. Absolute disgrace in the name of a national carrier.
@DGCAIndia
@AAI_Official @RamMNK

[Dhawal Kumar @defined_dhawal]

The amount is insignificant for me but for a business racking in millions of invoices daily this feels like malpractice. @Olacabs
@ola_supports

[Dhawal Kumar @defined_dhawal]

I just took a short #Ola ride and noticed that the bill has been rounded up by 0.88p, I don't understand why it was rounded up so much. (shouldn't it be rounded up only if the decimal amount was more than 0.5p?)

[GREG ISENBERG @gregisenberg]

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?

[Dhawal Kumar @defined_dhawal]

@AxisBankSupport @AxisBank Utterly pissed by the barrage of promotional calls since the beginning of the day. What is the point of calling me 20 times on the same day when I refused to use your services? I regret having my account with Axis already.

[Dhawal Kumar @defined_dhawal]

@airvistara How can this be possible? How are your teams so isolated and unaware?? I just got off a call with your executives confirming that the flight is cancelled. No intimation from Vistara, no messages/calls/emails!! This is so disappointing and unprofessional!! @mohol_murlidhar

[Dhawal Kumar @defined_dhawal]

@airvistara is flight UK 986, Bom to Del cancelled for 13th October?

[Dhawal Kumar @defined_dhawal]

Is it only me or are @LinkedIn documents freezing for others too after the 4th slide? Tested it on @googlechrome and Arc by @browsercompany

Try yourself: https://t.co/AsKeoArS85

[Dhawal Kumar @defined_dhawal]

Getting triggered by the mis-aligned Audi logo on #KoffeeWithKaran

[Dhawal Kumar @defined_dhawal]

I thought only I was bad at math.

We all know #ChatGPT spurts out incorrect answers every now and then but I did not assume it would make such basic but grave errors.

[Dhawal Kumar @defined_dhawal]

@F1 what's with the sepia (yellow) filter for the race today? It's very irritating! Producers often put up a filter for Spanish / Mexican shows/movies/clips to depict a warm and tropical climate. Not enjoyable in F1 though, clouds look so messed up.

[Adobe @Adobe]

It’s our mission to better help creatives of all kinds transform the way they imagine, create, and work. We are excited to introduce you to #AdobeFirefly and answer some top-of-mind questions. 🧵https://t.co/9AuYivfduj

[Dhawal Kumar @defined_dhawal]

Alternatively, my friend saw my post on Instagram and shared his version.

[Dhawal Kumar @defined_dhawal]

Getting bored on the weekend but fortunately a scammer is here to entertain. Will keep updating the thread. @Oracle

[Dhawal Kumar @defined_dhawal]

#3

[Dhawal Kumar @defined_dhawal]

#Farzi's intro is one of the rare Indian series intro that I just could not skip every time it came on. Short, upbeat and thoughtful.
https://t.co/dwvp36R1Tt