[some-guy]

I’m at $LARGE_ENTERPRISE_SAAS and I agree. There is a mass psychosis going on around what these LLM tools (which I use daily) are capable of *at scale*. The amount of business processes and tasks these software suites can, and must perform at near 100% correctness every time is massive, across an insane number of domains, accounting for an insane number of laws, countries, languages, browser configurations, business requests, legal teams. The list goes on, and while you can bootstrap a front end that appears to do 80% of a large dinosaur competitor like ours, the reality is it can’t, and the context windows to get there are in the orders of magnitude larger than they are today.

The weird part is that people at our company also fail to see this. “This vibe coder is going to recreate 20+ years of code, use cases, business processes and integrations for thousands of companies across hundreds of domains!” is uttered every day and just simply isn’t true.

[scottyah]

It's certainly not true yet, but LLM abilities now vs two years ago leads really makes you think. It may not be easy to replicate all you do, but new entrants could easily just go after the highest margin parts of your business. Why try to tackle All the countries and browser configs when you can get 90% of the profitable ones, and just address that part of the market?

i.e. Apple does a ton of work to ensure I'm paying taxes and complying with laws in hundreds of places I'll probably never make a sale in. Sure, some high paying people might need all of that, but I'd be happy with just USA. I only utilize the other parts because it was a few clicks.

[cudgy]

Most companies only need a subset of the features that these mega-platforms offer, as they operate within single industry, targeting specific customers many times in a single country with a simpler legal landscape.

I have no idea for sure, but odds are 80% of the revenue of these current saas providers is generated from 20% of the features they offer. Lightweight newcomers can just focus on that 20% and ignore the other 80%.