SaaS isn't dying, but massive enterprises can't adopt it like startups do. A 20,000-person company faces procurement delays, annual budgeting cycles, and security reviews that a ten-person team never will. The bottleneck isn't the software, it's the organization.
I was also thinking about how SaaS can't be dead yet, just by the nature of how these massive enterprise customers are just structured internally. There's a procurement team that's had their budget set up for years and they sign off like once, twice a year to change the pace at which they make those decisions and get those greenlit. It's the same group of people actually in the decision pool that would be involved with their AI tooling and you're asking them to completely reshuffle the way that they make those decisions. Like unfortunately, like you can't make a 20,000 person company operate as quickly as a 10 person company. I mean a precursor. When we see a new tool, we run it by, we like see if it checks out with security. And they're like, go ahead, try it out. That doesn't work. Especially if it's a multi million dollar tool. Can you imagine the amount of decision that has to go through? You only had to allocate that for one tool and now you're like, how do I branch this out and do a decision matrix for 6, 7, 9 different tools and then I'm going to manage it myself. It's just a little unrealistic for how it's done today.
