The narrative is shifting: from “no-code” to prompts that generate full-stack apps. Reports suggest the future may belong to “Agent Platform Companies” with usage-based pricing, not traditional seat-licensed SaaS .

This leads to a two-part question:

Future of SaaS: If custom, “good enough” software becomes trivial to create for specific needs, does the traditional SaaS model collapse? Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?

The New “Valuable Thing”: In a democratized creation world (like TikTok for video), what becomes the scarce asset? Is it distribution, vertical-specific data/models, or integration & trust? What would the “App Store” for these AI-generated micro-SaaS look like?

Looking for perspectives from builders, investors, and SaaS users.