So you think this downturn will be short lived?

When management realise that the vibe coded projects are not maintainable, SAAS will be as popular as ever

osigurdson an hour ago | parent | next [-]

It seems that current advantages would compound with AI. I.e., if I am making a SaaS for Popsicle stick makers today, why I am disadvantaged with AI vs a new competitor in the space? I guess the hypothesis is the Popsicle stick maker will vibe code all of the software that they need instead. For that, we need significantly better AI than we have today - perhaps something like a 1000X improvement. Basically, this is a world in which non-technical grandparents can vibe code anything that they want. This means, it understands what you want without you being able to articulate it well in the first place.

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bandrami an hour ago | parent | prev | next [-]

I don't do tea leaves so I wouldn't commit to that, particularly because I think SAAS was oversold in general even before LLMs came out. But I think the idea that the industry as a whole will shrivel away just isn't feasible, even if there is a correction.

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sbarre an hour ago | parent [-]

The B2B startup motto of "where someone is using Excel to do something other than accounting, there's a startup waiting to happen" has been shockingly resilient over the decades, and I suspect will continue to be.

	▲	robocat an hour ago \| parent \| next [-]
		Paper forms used to be our main competitor. Paper forms have some amazing features that software really can't compete with. And also some significant downsides that software fixes.
	▲	Thorentis an hour ago \| parent \| prev [-]
		We need a new one: "Where someone is using a vibe-coded internal tool made by the creative department that keeps needing bug fixes, there's a start up waiting to happen."

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strangattractor an hour ago | parent | prev | next [-]

All of the hype surrounding AI will subside when a SaaS company eventually deploys a moltbot version of their software and the company is driven out of existence due to the chaos that ensues.

	▲	strange_quark 37 minutes ago \| parent [-]
		So… next week then?

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dolphinscorpion 36 minutes ago | parent | prev | next [-]

In many cases, it's not a downturn, just a return to reasonable valuations. Other sectors should follow

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kakacik an hour ago | parent | prev [-]

They will magically realize this when their huge bonuses will be tied to something longer lasting than last quarter/year performance on some very narrow metric (which has nothing to do with sane stuff like adding long term value to some part of the company).

They are not stupid, far from it, most are (very) high functioning sociopaths. And out and up there its everybody for themselves first.