AI 공포에 SaaS 주식 떡락…오히려 매수 타이밍? 🤔

SaaS companies are basically like outsourced heads of departments - you pay them money to fix problems you don’t give a fuck about as long as it doesn’t bother you. You want someone liable that you can yell at to fix if shit goes wrong.

SaaS companies will figure out how to optimize AI for the use case they own. If people wanted to understand the intricacies of implementing AI to fix HR, payroll, security… they wouldn’t have been using SaaS companies anyway as they would have to learn all that arbitrary bullshit.

The problem is the current set of SaaS companies might not be agile enough to implement AI in their atherosclerotic systems effectively. And some upstart AI native SaaS will figure out the clean and easy solution before these existing companies figure it out or buy them out.

This is such an interesting play, following it to see what others say.

As long as OpenAI doesn’t go bankrupt and tech continues printing money, bubble doesn’t pop.

I don't even understand the thought process behind thinking AI hurts SaaS companies. AI might make it easier to handle some of the issues these companies handle but not so easy that you just drop the service?

We're barely scratching the surface with what Claude or other systems can do, they will be writing their own code and improving things on their own. So all you have to do as a company CTO or CIO is grab a couple of your smart guys, give them access to highest Claude tier and tell it to either copy what that other SaaS is doing or even better, tell it to make things much more efficient, much more easier to use, whatever, and let it do the work. It's really that simple, you just saved your company $10 million in annual licensing fees. There will be a whole new industry that spawns from one smart guy who will build whatever you want on a weekend. Let it run a week on your company's system and improve itself.

Right now, it's not clear which companies are most vulnerable so the entire sector is being punished. I think few companies will survive, 90% will not.