SaaS software

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 11, 2025 by Amjad Masad · across every show →

Everything said about SaaS software, oldest first

Aug 11, 2025 bullish
Disclosure
Replit HR Employee Vibe-Coded Custom Software in Three Days, Saving $30K
“So she went into Replit and built it, Vibe coded it in three days. And so that meant that we have a system that exactly fits our use case. And that also meant that we're not paying 10, 20, 30,000 dollars a year for a piece of SaaS software.”
Amjad Masad Aug 11, 2025 ▶ 9:33 Vibe Coding: Everything You Need To Know — With Amjad Masad
Feb 12, 2026 negative
Opinion
Ramaswamy: Bolting AI features onto existing SaaS is not a winning strategy
“AI as a bolt-on to SaaS software does not feel like a winning strategy.”
Sridhar Ramaswamy Feb 12, 2026 ▶ 33:59 Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
Aug 12, 2026 neutral
Insight
Kedrosky: Enterprises buy SaaS for liability and vendor accountability, not innovation
“There's a deep misunderstanding about why companies buy software. It's not because they think service now or Salesforce or whoever is somehow, you know, bold innovators that could not be replaced. No, it's because they have a problem. They don't want to build …”
Paul Kedrosky Aug 12, 2026 ▶ 32:55 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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