The rise of agentic coding is creating a "SaaSpocalypse." These agents can migrate data, learn different workflows, and handle integrations, which undermines the core moats of SaaS companies: data switching costs, workflow lock-in, and integration complexity. This makes the high gross margins of SaaS businesses a prime target for disruption.

As AI commoditizes user interfaces, enduring value will reside in the backend systems that are the authoritative source of data (e.g., payroll, financial records). These 'systems of record' are sticky due to regulation, business process integration, and high switching costs.

The value in software is shifting from SaaS platforms (like CRMs) to the AI agent layer that automates work on top of them. This will turn established SaaS companies into simple data repositories, or "hooks," diminishing their stickiness and pricing power as agents can easily migrate data.

The ability for AI agents to access and operate on a SaaS platform's data is becoming critical. Companies that lock down their data risk being isolated, while those with open data APIs will become part of the new AI ecosystem, even if it means ceding the primary 'workspace' layer.

Established SaaS companies can defend against AI disruption by leaning into their role as secure, compliant systems of record. While AI can replicate features, it cannot easily replace the years of trust, security protocols, and enterprise-grade support that large companies pay for. Their value shifts from UI to being a trusted database.

AI is becoming the new UI, allowing users to generate bespoke interfaces for specific workflows on the fly. This fundamentally threatens the core value proposition of many SaaS companies, which is essentially selling a complex UX built on a database. The entire ecosystem will need to adapt.

Point-solution SaaS products are at a massive disadvantage in the age of AI because they lack the broad, integrated dataset needed to power effective features. Bundled platforms that 'own the mine' of data are best positioned to win, as AI can perform magic when it has access to a rich, semantic data layer.

Creating a basic AI coding tool is easy. The defensible moat comes from building a vertically integrated platform with its own backend infrastructure like databases, user management, and integrations. This is extremely difficult for competitors to replicate, especially if they rely on third-party services like Superbase.

SaaS products like Salesforce won't be easily ripped out. The real danger is that new AI agents will operate across all SaaS tools, becoming the primary user interface and capturing the next wave of value. This relegates existing SaaS platforms to a lower, less valuable infrastructure layer.