TypeSafe 创始人谈 Jev 让 SaaS 反杀 SaaSpocalypse

a16z @a16z原推发布于 2026.10.10

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TypeSafe AI's Diogo Almeida on why the boring SaaS companies are best positioned to win AI: Ben: "When the coding agents came out, it was the SaaSpocalypse, and all their values dropped through the floor. Then when Jev came out, every SaaS company is like, 'This is the greatest thing ever.'" Diogo: "In the SaaSpocalypse story, the story I feel has panned out really poorly is that software is very cheap and perhaps easy to replicate. I could believe the former. I could not believe the latter, because a lot of the stuff happens beneath the hood." "I think SaaS will be one of the largest winners of the whole AI game." "I want to work really, really well with the biggest, most boring SaaS companies because I think they're the best positioned to know what workflows to automate, what people need. That's their bread and butter." "I'm not going to forecast anything about the financial markets. But as far as capabilities go, I think it's going to be like an inverse SaaSpocalypse. I'm so jazzed about it." @CompleteSkeptic @typesafeai @bhorowitz @martin_casado

这条是引用着另一条写的：x.com/2867689615/status/2108594987177021737