SaaS Providers
topic on 2 shows · 2 statements across 2 episodes
the Y Combinator Startup Podcast 
the a16z Podcast
2 statements about SaaS Providers, every show
Fisher: Large enterprises are replacing SaaS purchases with AI-assisted internal builds
“Large enterprises sometimes aren't even going out and buying software from SAS providers anymore. They're like, I can just like Throw two people at cloud code and they'll build it and it'll be dedicated to the capabilities that I need for my organization.”
Levie: AI agents act as sustaining innovation for SaaS incumbents
“Right now with AI, everything kind of looks like a sustaining innovation if you're an incumbent, which is like, instead of a user pressing the buttons in the application, let's have an agent run through the API and operate as if they were that user. And so all…”