AI agents are starting to eat SaaS - Martin Alderson

kept by eddie dec 16, 25

AI agents shift the build vs buy calculus, enabling companies to replace many SaaS tools with custom in-house solutions, threatening SaaS revenue and NRR.

A New Era of Software Quality Starts Today
Momentic launches a rebuilt autonomous testing platform with memory, knowledge base, and AI agents that understand product behavior to close the QA gap caused by AI-accelerated code shipping.
also on Retool, #software-engineering, #developer-tools
Brex’s AI Hail Mary — With CTO James Reggio - by Allen Park
Brex's CTO describes how a 10-person AI team, agentic coding adoption, and company-wide AI fluency training fueled a turnaround to $500M+ ARR.
also on Retool, #developer-tools
Anthropic, please make a new Slack
Swyx proposes that Anthropic build a next-gen Slack replacement with native agentic group chat, citing Claude's current 1:1 limitation as a core business problem.
also on #saas, Slack, #software-engineering, #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, #business-strategy, #software-engineering, #developer-tools
Why we stopped using SDKs (via @alvinsng)
The author replaced Stripe, WorkOS, and Slack client SDKs with direct REST API calls via a thin wrapper class to reduce dependencies and complexity.
also on Slack, Stripe, #software-engineering, #developer-tools