SaaS is Dead. Long Live SaaS.
For over a decade, zero interest rates propped up a generation of “me-too” SaaS products:
💸 Bloated budgets and buzzword marketing chasing “growth at all costs”
🧩 Niche tools that didn’t play well with the rest of the stack
🔐 Expensive contracts that locked in bloat
🧑💼Cottage industry of revops ‘folks’ to keep the lights on
📉 All for... meh ROI
Founders cashed out. Investors cheered.
But buyers? They got shiny promises and bloated stacks.
Then the tide turned. Rising rates exposed the truth:
Too many tools. Too little value. Too much noise.
📉 Valuations collapsed
💰 Budgets got cut
🔍 ROI got scrutinized
🧹 Tech stacks got cleaned out
SaaS isn’t dying. It’s evolving.
The next wave of winners will look very different:
⚙️ AI-native, built for outcomes—not optics
🛠️ No need for an army of middlemen to set up and operate
💰 Lean margins, outsized value
📦 Freemium-first — prove it, then we’ll pay
🏷️ Priced on value, not vanity
The SaaS reckoning isn’t an obituary.
It’s a rebirth.
🚀 The future belongs to builders of utility—not bloat.
(And for a dystopian glimpse into what happens if we don’t learn...
📖 Read Guillaume Vives 'SaaS Apocalypse' on LinkedIn. It's fiction—but just barely.)
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For over a decade, zero interest rates propped up a generation of “me-too” SaaS products:
💸 Bloated budgets and buzzword marketing chasing “growth at all costs”
🧩 Niche tools that didn’t play well with the rest of the stack
🔐 Expensive contracts that locked in bloat
🧑💼Cottage industry of revops ‘folks’ to keep the lights on
📉 All for... meh ROI
Founders cashed out. Investors cheered.
But buyers? They got shiny promises and bloated stacks.
Then the tide turned. Rising rates exposed the truth:
Too many tools. Too little value. Too much noise.
📉 Valuations collapsed
💰 Budgets got cut
🔍 ROI got scrutinized
🧹 Tech stacks got cleaned out
SaaS isn’t dying. It’s evolving.
The next wave of winners will look very different:
⚙️ AI-native, built for outcomes—not optics
🛠️ No need for an army of middlemen to set up and operate
💰 Lean margins, outsized value
📦 Freemium-first — prove it, then we’ll pay
🏷️ Priced on value, not vanity
The SaaS reckoning isn’t an obituary.
It’s a rebirth.
🚀 The future belongs to builders of utility—not bloat.
(And for a dystopian glimpse into what happens if we don’t learn...
📖 Read Guillaume Vives 'SaaS Apocalypse' on LinkedIn. It's fiction—but just barely.)
________________
♻️ Share this with your network
➕ Follow me Benoîte Yver for more.
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