AI & SaaS: A (Slightly Panicked) Investor’s Log

The current theory, as I understand it (and frankly, it changes hourly), is that companies are either going to build everything themselves (ambitious, but good luck with that) or AI is going to make all existing software redundant. Every time Anthropic announces something new with Claude, which apparently writes code better than most humans I know, SaaS stocks take a tumble. It’s a bit unsettling. I keep imagining a future where robots are running everything and I’m…well, I haven’t quite worked that part out yet.







