TypeSafe AI's Diogo Almeida expects an inverse SaaSpocalypse, and Martin Casado calls it "SaaSpalooza": 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." "Software is always a CapEx investment. You spend it ahead of time to make the experience better, and that gets distributed to all that mass of users." "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. I should make a name..." Martin: "SaaSpalooza." @CompleteSkeptic @bhorowitz @martin_casado