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CROSS-CATEGORY: Design Joins the SaaS Disruption Wave as Google's Free Stitch Threatens Figma While Vibe Coding Commoditizes DevTools and AI Agents Replace Business Workflows
Design software was the last 'creative moat' SaaS category — now Google Stitch offers free AI-powered UI design that crashed Figma's stock 12%. Simultaneously, vibe coding (92% developer adoption) commoditizes low-code/DevTools platforms, and AI agents (57% enterprise production adoption) replace support, HR, and finance workflows. Three categories experiencing AI-native free/near-free alternatives in the same window, with the common architectural pattern being probabilistic AI systems replacing deterministic SaaS features at orders-of-magnitude lower cost.
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