SaaSpocalypse
topic on 5 shows · 6 statements across 6 episodes
We Live to Build 
Lenny's Podcast 
Big Technology 
TBPN 
20VC
6 statements about SaaSpocalypse, every show
Angelopoulos: The AI 'SaaS-pocalypse' is overstated due to data moats
“I think that the SaaS-pocalypse has been a little bit overstated overall. Because people don't understand always the dynamics of those businesses and how tough it is to replicate what they've built just also from a network perspective and a data perspective.”
Weisbrot: Agentic AI Will Drive the Death of UI-Based Subscription SaaS
“This idea of, they call it the SaaS-pocalypse, where these UI-based monthly subscription websites are dying because people are building agentic versions of those software.”
Schoening: The SaaSpocalypse is greatly exaggerated
“So I think to some degree, the SaaSpocalypse is greatly exaggerated.”
Reyna: SaaSpocalypse is overblown, but custom in-house software will grow
“I think there is a very large portion that is over-exaggerated, but I think, like, there is a real fact that, like, people will end up building their own applications, and I think that's key.”
Moore: The immediate 'SaaSpocalypse' is overblown despite real disruption risks
“So I think it's not going to be immediate change, which is why I think the SaaSpocalypse is a bit overblown, but like, it's definitely a real risk.”
Coogan: AI agents will damage SaaS companies relying on switching-cost moats
“At the same time, the coding model is as remarkable as they are. They'll reshuffle the economics of tech. We're seeing this with the SaaSpocalypse. Certain companies will be stronger beneficiaries of AI. Others will be Damaged because maybe their only moat was…”