I can't shake the feeling that AI isn't actually replacing SaaS. It's more like it's replacing things that are either not very good products or shouldn't have been SaaS in the first place.
Extreme levels of cope in the reply section here from employees at SaaS companies that don't want to lose their job
SaaS stocks went down 80% for a reason
Obviously there will be SaaS that remain and new SaaS but many are just an hour or a day of work to replace with AI
I already built my own screenshot service (for social media images), image resizing for all my sites, NSFW content moderation, community content moderation, uptime monitor with status pages, automated backup service etc
Before I paid for all those SaaS!