More than 90% for web business will continue to make money.

We are a team of 4 people company and we use 15+ SaaS Web tools and we can code few of them but we see no reason to solve. Why would we replace Calendly already at just $12 per month? Or why would we will create an internal Outlook?

Niche business tools. Ones that solve specific problems or improve workflows unique to industries. I think this is a going to be interesting because you will have a ton of industry SMEs who now can just ask an AI to build them a tool to solve a unique problem they've seen throughout their career and start a business on it (hopefully). I know someone doing this exact thing, and it seems to be working so far.

Been thinking about this a lot myself.

My current answer: go vertical and messy.

Ex, Healthcare portals with ugly data. Compliance platforms with painful regulations. B2B tools with 6-month sales cycles.

undefined

Nobody knows

Some hypotheses

(A) AI helps most setup simple tools - even non technical people. But once you get beyond greenfield the cognitive debt builds so you can’t reason about it it. It’s possible mature products don’t get the same gains with AI (or have different types of productivity gains).

(B) We pay a SaaS company to be responsible for an SLA. I personally don’t want to be responsible for that SLA on my vibe coded app so I outsource it. See also support, etc

(C) We pay SaaS to be a reliable source of truth (like Shopify for my Ecom business). The app holds the state of something important. That investment in the ecosystem is itself a moat.

(D) Many “SaaS” businesses are not pure software. They handle payment, benefits, payroll. Often with complex human b2b backends. It looks like just software to us, but we pay to turn a complex set of human relationships into a slick dashboard.

If my business is a pure software tool, it doesn’t have a good moat - and frankly probably nevet did.

Please code me a Microsoft excel with Claude Code.

Any business that already has a network effect of services and the data that will thrive on even more AI content.

Meta (Instagram, Threads), Bloomberg, X, YouTube, Snap, Netflix, TikTok, Valve.

Coding agents are not designed to clone network effects nor can they.

Any business that solves a problem. The tech is always a commodity. The valuable parts are usually the data, the services offered, etc. and they have good distribution which makes their moat strong.