🤖 The SaaSpocalypse - The week AI killed software

kept by eddie feb 10

The release of advanced AI agents triggered a $285bn selloff in SaaS stocks, as markets priced in agents replacing per-seat software subscriptions with custom, outcome-driven workflows.

Top SaaS vendors on Ramp (March 2026)
Ramp's spend data shows compute and hosting vendors for AI agents are the fastest-growing SaaS category as of March 2026.
also on Ramp, #saas
Why We Built Our Own Background Agent
Ramp built its own background coding agent, Inspect, that verifies its work with production tools and now writes roughly 30% of the company's pull requests.
also on Ramp, GitHub, #enterprise, #ai-coding, #developer-tools
I replaced a $120/year micro-SaaS in 20 minutes with LLM-generated code - The Pragmatic Engineer
Author replaced a $120/year micro-SaaS with LLM-generated code in 20 minutes, highlighting risk for static SaaS that offers no ongoing value.
also on #saas, GitHub, #ai-coding, #developer-tools
AI's Bundling Moment
As AI model release cadence accelerates to every 42 days, companies like Harvey, Glean, and ElevenLabs are expanding from single workflow tools into broad platforms, reversing the SaaS-era unbundling strategy.
also on #saas, #enterprise, OpenAI, Anthropic