Last month, 3 founders told me they’re considering killing their SaaS products.
Not because they failed→ because customers are now building AI-powered alternatives in-house.
OpenAI’s CFO Sarah Friar even confirmed their finance team runs with 18% fewer people because they built internal tools instead of buying SaaS.
Why SaaS might be in trouble:
- AI makes custom apps cheap + fast
- SaaS speed advantage is gone
- Custom > Generic
Survival playbook (what I’m hearing/seeing):
- Build moats (data, compliance, networks)
- Sell platforms, not just point solutions
- Integrate deeply into workflows
If an intern can rebuild your app with ChatGPT in a week… what makes it irreplaceable?
Curious → are you seeing this same shift with your customers/industry, or is it still early hyp
Not promoting anything→just sharing observations.