We've seen hackathons where attendees build a SaaS business in a weekend. More than just Startup Weekend validation and a shitty MVP. A pretty-much complete SaaS product. It's a step change.

But this means the market for SaaS products is going to get hit hugely. If you can vibecode up a specific service for your specific requirement in a few days, why bother buying a SaaS product?

And, of course, if you can build a me-too SaaS product that imitates a successful competitor over a weekend, and then price it at 10% of their price, that's going to hit business models.

I think the SaaS startup gravy train is definitely over and done.

Personally, my sense is that there's a lot left to do in batteries + motors + LLMs. The drones in Ukraine could be smarter. Robot companions that can hold a conversation. Voice interfaces for robots generally [0]. Unfortunately, the people making all the batteries, motors, and increasingly the LLMs, are in China. So those of us stuck with idiot governments protecting their fossil-fuel donors are going to miss out on it.

[0] the sketch of two scots in a voice-controlled lift still resonates, though. There's probably still work to do here.