Everything on Business/Software Economics

Coding agents are drastically reducing the cost of software production, leading to a trend where companies build internal AI tools to replace expensive third-party SaaS subscriptions.

Impact: Erosion of the traditional SaaS moat, forcing vendors to shift from simple utility to deep, irreplaceable value or consumption-based pricing.

— from The Agentic Shift: From App Grids to Lean AI Enterprises · a16z Podcast· Apr 06, 2026