>be Anthropic
>lost the $ 200M Pentagon deal to OpenAI
>still hit #1 on the App Store
>ChatGPT uninstalls surged 295%
>shipped “Memory”to pull users over from ChatGPT
>launched Claude Marketplace
>Lovable, Replit, Harvey now plugged into millions of Claude users overnight.
counter "Just because I can buy my own ingredients doesn’t mean restaurants will go to zero. In fact, I can’t even remember the last time I cooked for myself."
Sebastian Siemiatkowski, the co-founder and CEO of Klarna: SaaS is Dead.
"The cost of creating software is going down to zero. And that means everyone will be able to generate software at any point in time. "
But the real threat to SaaS will shows up next when AI makes data migration one-click—no more hostage data models, no more painful switching costs.
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From '20VC with Harry Stebbings' YT channel ( link in comment)