The fear that AI could shake up the usual software subscription business.
SaaS used to sell one fancy kitchen tool. AI walks in with a whole toolbox. The old tool now looks pricey and slow.
Software companies add AI and rethink their prices. Businesses may drop some subscriptions and build small tools instead.
AI Commodity
AI Commodity makes single software features seem less special.
AI App Builder
AI App Builders can quickly replace some standard software.
Vibe-coding
Vibe-coding helps businesses make their own small tools.