100%. Saas isn’t going away, but the economics are changing drastically and that’s bad for one-size-fits-all tools, and excellent for niche solutions. But it’s still saas, just more specific.
Businesses don’t want to use dozens of hyper-specific tools from dozens of vendors, if they instead can use a single vendor that can already do 80% of it and can vibe-code them the remaining 20%. I don’t see how this favors niche vendors.
I don’t mean specific features, I mean specific verticals. I.e. one app that nails a specific type of business and replaces a dozen disconnected tools.
