AI is killing B2B SaaS (nmn.gl)

A recent analysis highlights a significant shift in the B2B SaaS landscape, triggered by the rise of agentic AI—intuitive, low-cost coding tools that empower non-technical users to build customized solutions quickly. As a result, established SaaS companies are experiencing increased pressure, with declining stock performance indicating investor concern over customer churn. Customers now expect more flexibility and personalization from B2B providers, pushing many SaaS companies to rethink their offerings and renewal strategies. The implications for the AI/ML community are profound. To thrive, SaaS vendors must evolve from traditional models to platforms that allow users to create and customize their experiences. Key strategies include positioning as a "System of Record," ensuring robust security and authentication, and embracing ultra-customizability. By enabling users to "vibe code" on their platforms, companies can enhance user engagement and retention. Those that adapt to the changing demands of their customers are likely to survive; as the analysis suggests, the future belongs to SaaS that transforms from mere software providers into dynamic platforms of user-driven innovation.