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there will be no saaspocalypse the last 20 years made it clear people dont want to run infrastructure that tells us they definitely dont want to run tons of bespoke services that add uncertainty and complication to their lives hugest duh possible www.cnbc.com/2026/08/07/s...

cnbc.com‘SaaSpocalypse’ debate intensifies as software stocks swing wildlyThis week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence.

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there is a threshold of general intelligence past which the saaspocalypse will occur I don't think we're near it but I can see why the market would start to price in the chance

also worth considering network effects fraud detection benefits very much from being able to apply pattern matching across broad economic activity, for example

network effects are still the king of internet moats but providing a reliable way for others to lighten their cognitive burden is one of history's best ways to build and run businesses

in there era where agents can manage cloudflare and terraform and docker in a silent hidden and reasonably reliable way (if not now then soon but they're honestly not too bad already) i think some of the thoughts around hosting dangers/complexity will change. im already tunneling custom apps!