Anthropic CEO Predicts a Forced SaaS Pivot as AI Coding Makes Custom Software Cheap
PYMNTS·low signal
PYMNTS reports Anthropic's CEO arguing that as coding agents collapse the cost of building bespoke software, packaged SaaS faces a structural pivot — buyers can increasingly generate the narrow tool they need rather than license a feature-packed app. For builders, this reframes the build-vs-buy line: the more commoditized the workflow, the more it shifts toward generate-on-demand over a recurring seat.