a16z podcast: why boring SaaS companies are best positioned to win the AI game
andreisavu · x · 2026-10-10
On the a16z podcast, TypeSafe AI's Diogo Almeida argues the "SaaSpocalypse" narrative has aged poorly:
- Coding agents crashed SaaS valuations, then Jevons-paradox optimism flipped the market
- He grants that software gets cheaper but rejects that it's easy to replicate — much of the value lives under the hood
- Core thesis: SaaS will be one of the biggest winners of the AI game, and big boring SaaS companies are best positioned to know which workflows to automate
- Quoted context: CompleteSkeptic's company launched a model 3 weeks ago, accidentally served trillions of tokens a day, drew 29.4% of the Fortune 500, and raised a large Series A from a16z
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