I did the maths
At $91,150 Bitcoin flips Saudi Aramco
At $109,650 Bitcoin flips Amazon
At $107,280 Bitcoin flips Google
At $156,700 Bitcoin flips Microsoft
At $170,900 Bitcoin flips Apple
At $179,680 Bitcoin flips NVIDEA
I don’t think we’ve fully priced in what it means that a SaaS can be copied in 24h with AI and what’s that’s going to do to the $500B+ SaaS market
how it will play out:
new saas software pops up left, right and center at lower prices and creator-led
SMBs start to abandon their traditional saas providers
choosing between AI clones at 1/10th the price or creators-led brands they trust (why pay $100/month when a copy costs $10?)
enterprise stays with current vendors - they're buying stability, not features but even they demand 50% discounts when 100 competitors exist
10000+ new AI-first companies split $100B in SMB revenue
top SaaS companies keep enterprise but at lower margins
everybody pays less, market gets repriced and TAM expands
winners become indie hackers, bootstrapped founders and incumbents who move fast and break things
losers become complacent incumbent saas companies
the great SaaS repricing is coming