提问 HN：如果人人都能“构建”SaaS，什么会变得有价值？
1 分•作者: spenceXu•15 天前
叙事正在转变：从“无代码”到生成全栈应用的提示。有报告显示，未来可能属于采用按使用量计价的“代理平台公司”，而非传统的按席位许可的SaaS公司。<p>这引出了一个由两部分组成的问题：<p>SaaS的未来：如果为特定需求创建定制的、"足够好用"的软件变得轻而易举，传统的SaaS模式是否会崩溃？价值是否会完全转移到人工智能平台和基础设施，而大多数SaaS将成为商品？<p>新的“有价值之物”：在一个创作民主化的世界（比如像TikTok这样的视频平台），什么会成为稀缺资产？是分发、垂直领域特定数据/模型，还是集成和信任？这些人工智能生成的微型SaaS的“应用商店”会是什么样子？<p>期待来自构建者、投资者和SaaS用户的观点。
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The narrative is shifting: from “no-code” to prompts that generate full-stack apps. Reports suggest the future may belong to “Agent Platform Companies” with usage-based pricing, not traditional seat-licensed SaaS .<p>This leads to a two-part question:<p>Future of SaaS: If custom, “good enough” software becomes trivial to create for specific needs, does the traditional SaaS model collapse? Will value shift entirely to AI platforms and infrastructure, with most SaaS becoming commodities?<p>The New “Valuable Thing”: In a democratized creation world (like TikTok for video), what becomes the scarce asset? Is it distribution, vertical-specific data/models, or integration & trust? What would the “App Store” for these AI-generated micro-SaaS look like?<p>Looking for perspectives from builders, investors, and SaaS users.