Evans cuts through the hype with actual economics of what AI does to software buying decisions.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans
a16z 2025
Watch on YouTube youtube.com →The math has flipped: AI coding tools have collapsed the cost of custom software, so a founder can now get a tool shaped exactly to their workflow for less than a year of SaaS subscriptions. Retool's own research found 35% of teams have already replaced at least one purchased tool with something custom-built, and small companies are quitting Salesforce for Claude-built CRMs. Buying still wins for commodity needs like email and payroll; building wins when the workflow is your edge or the SaaS forces you into its shape.
18 resources.
Evans cuts through the hype with actual economics of what AI does to software buying decisions.
a16z 2025
Watch on YouTube youtube.com →The strongest counter-argument to rip-and-replace, so you build with open eyes.
a16z 2025
Watch on YouTube youtube.com →YC on why the winning startups now automate internal functions with AI instead of hiring faster.
Y Combinator Feb 2026
Watch on YouTube youtube.com →A YC partner's playbook for making build-not-buy the default from day one.
Y Combinator (Diana Hu) Apr 2026
Watch on YouTube youtube.com →Isenberg's build-first operating philosophy, including where AI-built tooling replaces bought stacks.
Greg Isenberg 2025
Watch on YouTube youtube.com →A VC who funds both sides argues out loud where SaaS survives and where custom AI tools eat it.
a16z 2025
Open a16z.com →Lemkin actually ran the experiment of replacing bought tooling and people with AI, and reports the messy truth.
Lenny's Podcast 2025
Listen on Spotify open.spotify.com →Hard survey data on the shift: 35% of teams already replaced a bought tool with a built one, 78% plan to build more.
Retool 2026
Open retool.com →The clearest framing of why non-engineers building their own software is a structural change, not a fad.
Anish Acharya (a16z) 2025
Open a16z.com →The written breakdown of the same case, with the operating model you can copy.
Lenny Rachitsky 2025
Open lennysnewsletter.com →The 4.5M-view post that named the movement making DIY internal software possible.
Andrej Karpathy Feb 2025
Open x.com →Reported cases, including a 55-person firm saving ~$100k/yr by replacing Salesforce with a Claude-built app.
TipRanks / The Information 2025
Open tipranks.com →Concrete internal-ops use cases (approvals, onboarding, purchase orders) you can steal this week.
Bernard Marr (Forbes) Feb 2026
Open forbes.com →Legal, marketing, and finance teams building their own tools instead of filing tickets; proof it works beyond engineers.
Anthropic 2025
Open claude.com →Sober, named case studies of AI-built software inside real organisations, not demo-ware.
IT Revolution 2025
Open itrevolution.com →Why the build-vs-buy answer is 'more software everywhere', with the nuance most hot takes miss.
a16z 2025
Open a16z.com →The investor-grade argument for why bespoke tools now compete with application SaaS on cost.
a16z 2025
Open a16z.news →Data on how solo and small founders are shipping their own software with AI leverage.
Freemius 2025
Open freemius.com →The same ground, over in Build the product, our Starting Up track.