The boardrooms of the world’s most expensive SaaS companies are currently filled with a specific kind of quiet panic

Executives are huddling, trying to map out a future for products that, quite frankly, might not have one

We’ve seen the warning signs for a while now

High-flying, venture-backed companies are already being cannibalized by the "The $20 AI Utility."

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 Why pay for a specialized tool when the functionality of an entire department is bundled into your monthly AI subscription?

Sam Altman signaled this shift months ago, suggesting that the era of buying software is ending; soon, we won't buy a solution, we will simply prompt it into existence

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The Death of the Developer and the Birth of the "Instant CRM"

The acceleration is staggering

Ryan Dahl, a titan in the engineering world, recently echoed a sentiment that is becoming impossible to ignore: the era of humans writing code is over

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While skeptics argue we will still need "reviewers," the direction of travel is undeniable

We are moving from a world of manual construction to a world of automated intent

This isn't just theory anymore; it's happening in real-time

Dave Clark, CEO at Auger, recently demonstrated that he built an entire CRM, the cornerstone of the SaaS industry, essentially on his own

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How the SaaS Market Was Disrupted

The disruption didn't come from a better competitor; it came from the disintegration of the barrier to entry

For twenty years, SaaS companies won because they owned the “how”, they spent millions on developers to build features that users couldn't build themselves

Today, AI has commoditized the "how." 

When a CEO can generate a bespoke CRM or an automated marketing engine via a chat interface, the value proposition of a $100/month per-user subscription evaporates

The market was disrupted because software transitioned from a manufactured product you have to rent into a dynamic service you can summon

We are smelling the ozone right before the lightning strike: the shift from "Software as a Service" to "Service as a Prompt."