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Tobias Giesen

Should SaaS founders be panicking right now?

Tbh, I'm tired of all the "SaaS is gonna die"
or
"I replaced my 5-person marketing team with Clawdbot" posts.
 
AI won't kill SaaS.
But it definitely changes a lot and maybe some companies will indeed be replaced by "big LLM".
 
Working with B2B SaaS companies only, I thought about it a lot.
Which products will stay, disappear, or even profit?
 
Here's how I think about the future of SaaS in 4 categories:
(Just hypotheses, interested in opposing opinions!)
 
❇️ Enterprise SaaS - probably the safest.

These tools are deeply embedded in how large organizations operate.
Think complex ERPs, compliance software, deep CRM integrations.
Switching costs are high and it's months of migration, retraining, broken workflows.

AI augments these tools and they'll probably profit from building "their own" agents on top of the LLMs.
 

❇️ Single Use Case SaaS — most at risk.

If your product does exactly one thing - transcribes meetings, resizes images, summarizes documents - AI does that now.

The more simple the use case, the easier you can replace the whole use case.
Or vibe code the tool with lovable.

At growably we've just canceled 3 tool subscriptions of that category last month.
 

❇️ Horizontal SaaS - the interesting middle ground.

Tools like project management, CRM, or collaboration software serve everyone. The ones that win will be those that become the AI layer across the stack, not just another tool in it.

Horizontal SaaS needs to own the workflow, not just sit in it.
 
❇️ Platforms & Marketplaces - the special case.

These are fundamentally different.

If the value comes from the network, the data, or the distribution, AI makes you stronger, not weaker.

You have something that can't be replicated with a prompt.
Owning the ecosystem is a moat that compounds over time.
 

Other special case could be SaaS with add-on hardware products.
Also harder to replace with AI...
 
What do you think the future of SaaS looks like?
Which products are gonna profit, which ones not?

Co-Founder Growably | B2B SaaS websites that convert visitors into customers 💯 | Webflow Premium Partner Agency 🤝🏼

Webflow developer- I build beautiful websites for businesses around the globe. If you need a modern and powerful website, send me an email. If we are a good fit, I will give you a time and cost estimate.

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The Battle

Tobias Giesen

Suraj Pandit

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taplio

The Battle

Tobias Giesen

Suraj Pandit

Followers

Posts

Engagements

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tobias Giesen's LinkedIn Performance

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