If more people can build software, there will be more software startups and side businesses. Which means SaaS tool builders that cater to such startups will benefit from massive AI tailwinds: 1. Their customer base will expand 2. AI makes their job easier, so they can better serve their customers (e.g. add features faster, launch more services) 3. AI presents new automation opportunities so that they can make their products higher-value 4. AI gives them the ability to ship customizable, adaptive interfaces on top of their core service

In other words, technology that makes it easier to build software and that unlocks new and more powerful types of software will primarily benefit... those who focus on building software, in particular software for the software economy. Yet somehow, the dominant narrative is "SaaS is dead in the water", because investors are clueless.

Meanwhile it is absolutely not the case that SaaS customers will decide to ship their own solutions rather than buying a ready-made customizable solution. Customers will always focus on their core competency and pay people to take care of the rest. Software is changing, but this basic dynamic isn't.

This is a completely misguided take that reminds me how, during the 3D printing bubble of 2013, investors genuinely believed that consumers would start producing their own goods and stop buying them from stores. Sure, you *can* print your own stuff, or cook your own food and so on. It would be cheaper! But it's just not a rational use of your resources and attention unless you are doing it for fun. Those who actually benefitted from 3D printing were... the manufacturers. AI for code is just the same.