Article

Good news: AI Will Eat Application Software

a16z · a16z.news

The investor-grade argument for why bespoke tools now compete with application SaaS on cost.

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The question it answers

  1. Why use AI to build databases and internal dashboards instead of buying SaaS?

Read with it

  1. Hard survey data on the shift: 35% of teams already replaced a bought tool with a built one, 78% plan to build more. retool.com Article The Build vs. Buy Shift: AI, Shadow IT, and the SaaS Replacement Era Retool
  2. The clearest framing of why non-engineers building their own software is a structural change, not a fad. a16z.com Article Software's YouTube Moment is Happening Now Anish Acharya (a16z)
  3. A VC who funds both sides argues out loud where SaaS survives and where custom AI tools eat it. a16z.com Podcast Anish Acharya: Is SaaS Dead in a World of AI? a16z
  4. Video The Economics of AI Usage and What's Next For SaaS | Benedict Evans a16z
  5. Video Why Balaji Srinivasan Thinks the SaaS Apocalypse Is Overhyped a16z
  6. Video The New Way To Build A Startup Y Combinator
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