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SaaS applications

4 statements across 4 episodes · 1 bullish · 3 bearish · 4 people on the record · first statement May 22, 2025 by Jason Lemkin · across every show →

Everything said about SaaS applications, oldest first

May 22, 2025 bearish
Prediction Not checkable as stated
Lemkin: MCP will reduce major SaaS applications to vulnerable databases
“If I can put my own AI and my own agents on top of these apps, all these ones that we think are so great because they're databases, I think they instantly become vulnerable because they just become databases.”
Jason Lemkin May 22, 2025 ▶ 1:16:22 Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
Aug 28, 2025 bullish
Prediction Not checkable as stated
Benioff: Enterprise SaaS applications will endure alongside AI agents
“There is going to be a level of application functionality that is going to be required. And there's no question that these apps that, you know, our users are on today are still going to be very much a part of how they do get their work done and that they opera…”
Marc Benioff Aug 28, 2025 ▶ 19:37 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Jun 1, 2026 bearish
Prediction Open · timeframe Jun 2027
AI Models Will Clone End-to-End SaaS Apps Within 12 Months
“Those capabilities are going to exist in the models in the next 12 months.”
Brendan Foody Jun 1, 2026 ▶ 36:57 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
Jun 22, 2026 bearish
Prediction Not checkable as stated
Arora: SaaS applications will give way to opinionated AI applications
“SaaS applications will give way to AI applications, the difference being SaaS applications have no opinion, AI applications will have opinions. That's a fundamental rethink we need from a workflow perspective.”
Nikesh Arora Jun 22, 2026 ▶ 13:54 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
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