SaaS Is in Trouble

Before I get into this week’s post, I need to come clean: I forgot to send this out yesterday instead of today… My bad, I took some time off to recharge but now I’m back with this quick one. Enjoy!

THIS WEEK’S STORY

AI Is Breaking the SaaS Model

For years the choice was simple: buy software or build it.

Startups bought SaaS. Cheaper, faster, no engineering headaches. Big companies with budgets and dev teams built custom.

That line is gone.

With AI tools like Bolt, Cursor, and Replit, anyone can spin up internal apps in hours. Ops managers, marketers, even solo founders with zero coding skills are skipping SaaS fees and telling AI: build me the exact tool I need.

This flips the economics. Instead of paying 20 to 200 dollars per seat every month for a bloated app that covers 80 percent of your needs, you can create a lightweight custom app that hits 100 percent and launch it in a day.

SaaS companies will feel the squeeze. The new debate is not buy versus build. It is build with AI versus keep overpaying.

The winners are the ones who realize they no longer need to wait on product roadmaps. They can build what they want today.

And if you want to learn how to do this yourself, join my free community where I teach the process step by step. Or work with me directly if you are ready to move faster.

HEADLINES

Anthropic Drops Claude Opus 4.1

Anthropic just released Claude Opus 4.1, their most advanced model yet. It is built for complex reasoning, coding, and autonomous agent workflows. Early testers say it outperforms previous models in coding and agent tasks, raising the bar for enterprise and developer tools.

The best part: it is available to everyone, not just big customers. Another clear step toward making top-tier AI accessible.

I still need to test it in depth, but from what I’ve seen it is already a strong upgrade

NVIDIA Becomes the World’s Most Valuable Company

NVIDIA just crossed a $4 trillion market cap, overtaking every other company on the planet. The surge is fueled by insatiable demand for its H100 and B200 chips, the backbone of training next-gen models like GPT-5.

This milestone cements NVIDIA as the core supplier of global AI infrastructure and shows just how critical specialized hardware has become in the AI boom.

QUICK HITS

• China Achieves AI-Quantum Breakthrough: Researchers assemble 2,000+ neutral atom qubits in microseconds—10× faster than previous records.

• NSF + NVIDIA Launch Open-Source AI Push: New Ai2 project supports open models for science, from drug discovery to materials research.

• Volvo Uses GenAI for Safer Cars: AI-built virtual worlds speed up safety testing and accident-prevention design.

• Duolingo Defends AI-First Approach: CEO responds to criticism as the platform shifts fully to AI-driven language learning.

• Indonesia Unveils National AI Roadmap: Ambitious plan to boost expertise, infrastructure, and investment for regional AI leadership.

And That is all for this week!

See you next Saturday!

Filippo

Filippo Pietrantonio

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