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Vercel CEO 透露公司内部几乎所有 SaaS 应用已被 AI 生成的应用或 Agent 界面取代,标志着“SaaS 末日”的到来

来源作者:Guillermo Rauch (@rauchg)原始来源:https://x.com/rauchg/status/2036447879985037495

中文导读

Vercel 内部几乎所有 SaaS 应用已被 AI 生成的应用或 Agent 界面取代,标志着“SaaS 末日”的到来。

正文 Markdown

Almost every SaaS app inside Vercel has now been replaced with a generated app or agent interface, deployed on Vercel. Support, sales, marketing, PM, HR, dataviz, even design and video workflows. It’s shocking. The SaaSpocalypse is both understated and overstated. Over because the key systems of record and storage are still there (Salesforce, Snowflake, etc.) Understated because the software we are generating is more beautiful, personalized, and crucially, fits our business problems better. We struggled for years to represent the health of a Vercel customer properly inside Salesforce. Too much data (trillions of consumption data points), the ontology of Vercel was a mismatch to the built-in assumptions, and the resulting UI was bizarre. We generated what we needed instead. When you don’t need a UI, you just ask an agent with natural language. We’ve also been moving off legacy systems with poor, slow, outdated, and inconsistent APIs, as well as just dropping abstraction down to more traditional databases. UI is a function 𝑓 of data (always has been), and that 𝑓 is increasingly becoming the LLM.