问HN:如果每个人都能“构建”一个SaaS,那么什么才会变得有价值?

1作者: spenceXu大约 2 小时前原帖
叙述正在发生变化:从“无代码”转向生成全栈应用程序的提示。报告显示,未来可能属于“代理平台公司”,其定价基于使用量,而非传统的座位许可SaaS。 这引出了一个两部分的问题: SaaS的未来:如果为特定需求创建定制的“足够好的”软件变得微不足道,传统的SaaS模型会崩溃吗?价值是否会完全转移到AI平台和基础设施上,大多数SaaS会变成商品? 新的“有价值的东西”:在一个民主化创作的世界中(如TikTok对视频的影响),什么会成为稀缺资产?是分发、垂直特定的数据/模型,还是整合与信任?这些AI生成的微型SaaS的“应用商店”会是什么样子? 我们希望听到构建者、投资者和SaaS用户的观点。
查看原文
The narrative is shifting: from “no-code” to prompts that generate full-stack apps. Reports suggest the future may belong to “Agent Platform Companies” with usage-based pricing, not traditional seat-licensed SaaS .<p>This leads to a two-part question:<p>Future of SaaS: If custom, “good enough” software becomes trivial to create for specific needs, does the traditional SaaS model collapse? Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?<p>The New “Valuable Thing”: In a democratized creation world (like TikTok for video), what becomes the scarce asset? Is it distribution, vertical-specific data&#x2F;models, or integration &amp; trust? What would the “App Store” for these AI-generated micro-SaaS look like?<p>Looking for perspectives from builders, investors, and SaaS users.