[alun]

> "You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM"

Most SaaS companies are just expensive wrappers on top of existing tools. For non-VC-funded companies, SaaS tools are a serious cost. If you can re-create them in-house with AI, why wouldn't you? The result is saving capital (which you can then employ to do the more innovative things), and being in control over your own data.

[nofriend]

If this is actually viable, then SaaS will (be forced to) lower costs until it is no longer worthwhile.

[alun]

Yup, it becomes a race to the bottom. And honestly that's a good thing, everyone hates paying for all of these subscriptions.