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AI is Killing B2B SaaS

SaaS is the most profitable business model on Earth.1 It’s easy to understand why: build once, sell the same thing again ad infinitum, and don’t suffer any marginal costs on more sales. I have been writing software for more than half my life. In the last year itself, I’ve talked to hundreds of founders and operators in SF, from preseed to Series E companies. AI is bringing an existential threat to a lot of B2B SaaS executives: How to keep asking customers for renewal, when every customer...

2026-2-3 4:00pm namanyayg 2,000 words

Rated 2026-2-4 3:07pm