We're sitting on a year of more or less capable coding models and I have not exactly seen a revolution in new software being released. AI is likely a force multiplier for specific subsets of individuals and workflows. Coding is not a bottleneck for a lot of systems.

I suspect that SaaS is silently being eaten alive as an industry.

I think SaaS will be fine. How the field works might change, but in the end marginal cost of software is still zero and when you've got a quality, well-tested and well-designed product it's going to be obviously better than things vibed together.

You often pay for regulatory compliance and liability with SaaS. Would you risk running your own vibe-coded payroll or accounting system for your company?

Talk to the emulator community. Huge leaps being made there. Or binary decompiling topics. Huge leaps there. There is more than web applications