Dave Morin predicts AI-generated UIs will threaten traditional SaaS business models
Dave Morin · Hype vs Reality: Our 2026 Predictions for Tech, Media, and Culture · More or Less Podcast · Dec 19, 2025 · at 47:05
Dave Morin (founder of Offline Ventures) forecasts on More or Less that AI coding tools will allow users to generate custom interfaces on demand, disrupting the seat-based SaaS model.
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“And I think we're sort of rapidly moving towards a world where the UI, which largely was the entire business model of SAS for the last 10 years, most of SAS was like, I'm going to build this complex UX on top of a Postgres database, then I'm going to sell it to a business in it, you know, by seat, make a big business through a sales motion. Like, I think a lot of that is going to be threatened because people are going to be able to generate UIs to do things on top of data in a way that is very rapid and fast. And we're going to see the early innings of this coming year. And it's actually going to make the entire ecosystem question whether or not this like SaaS business model that we've been using for the last decade is viable and whether a lot of the startups that are being funded right now Are viable and it's going to get really interesting really quickly.”
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