Marc Lou: software is having its Uber moment
Marc Lou compares this moment to Uber arriving in the taxi business. For years SaaS companies could keep raising prices because building an alternative was too expensive. AI changes that: anyone can enter a market with competitive pricing, and customers can vibe-code a good-enough version themselves. Coming from someone who just left Beehiiv over its price hikes, it reads less like a theory and more like a field report. The moat used to be the cost of building. Now it's mostly how annoyed your customers are.
Software is having its Uber moment.
For years, SaaS companies could keep raising prices because building an alternative was too expensive.
AI changes that.
Now anyone can enter the market with a competitive pricing. And customers can vibe code a good-enough version themselves.
— Marc Lou, read the original on XMore SaaS obituaries
- David Kobia hit a broken support link and vibe coded a SendGrid alternative by Sunday night
- Hunter Bohm cancelled 5 subscriptions in two weeks with Claude Code, about $134 a month
- Kelly C. built a half-decent CRM in about the time it took to research and price CRMs
- Noah Kagan says Claude Max killed $15,788 a year of software, Carta and Zapier included
- Pawan cancelled $1,700/month construction software after bots rebuilt it on QuickBooks