I went on the Built for Turbulence podcast2 months agohttps://martinalderson.com/posts/built-for-turbulence-podcast/?utm_source=rss&ut...AI代理正在改变软件的经济学，使小团队有可能超越大公司。'Figma陷阱'描述了一种场景，即客户的使用间接资助了竞争对手。运行人工编写的代码而不进行AI审计正变得鲁莽。开放权重悄然变得不那么开放，而‘安全’的企业AI工具实际上可能阻碍组织发展。关于小团队借助代理的优势是暂时还是永久的争论仍在继续。
AI agents are starting to eat SaaS2 months agohttps://martinalderson.com/posts/ai-agents-are-starting-to-eat-saas/?utm_source=...AI agents are starting to replace SaaS tools, particularly simpler ones, as the build vs. buy calculus shifts.Demand for simpler SaaS is evaporating; engineers can quickly build internal tools with agents.Companies are questioning renewal quotes from enterprise SaaS and considering building solutions themselves.Custom-built apps reduce complexity, eliminate unused features, and give full control over the roadmap.Maintenance concerns are mitigated: agents lower maintenance costs, and SaaS itself has maintenance pitfalls.SaaS valuations rely on customer growth and net revenue retention (NRR), which may decline as customers migrate away.Moat remains for high-uptime systems, high-volume data, network effects, proprietary data, and regulated industries.Back-office CRUD tools and simple dashboards are most at risk of being replaced by agents.The market will split between tech-savvy companies that can build and those that cannot, widening competitive advantages.