AI Isn’t Killing SaaS. Your Own Customers Are.
AI’s easiest battles in high-fault-tolerance digital spaces are over. The real challenge is penetrating traditional enterprise SOPs, which require deterministic software infrastructure, not just probabilistic LLMs. The biggest threat to SaaS isn’t AI startups, but clients using AI to build ‘good enough’ in-house solutions. To survive, software companies must pivot to become the PaaS infrastructure for their own customers.