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I don't really get the thesis behind the "SaaS-pocalypse". Like I get that certain types of software development might be uniquely under threat due to the ability to have an LLM quickly churn out code that does roughly what you want, but why SaaS specifically?

Lots of SaaS products already have some open source competitor that is probably good enough for a lot of users. The problem is that hosting it yourself is generally kind of a PITA and people would rather pay someone else to deal with that (or get advertised to in the case of most B2C SaaS).

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