SaaS in the Agent Economy: Why AI Just Changed Bootstrapped SaaS Forever

Synopsis

Craig Hewitt, founder of podcast hosting platform Castos, argues AI has already replaced roles rather than merely lowering barriers, with $285B in SaaS market cap evaporating after a single Anthropic blog post. He names three immediate threats (product commoditization, team lobotomization, the skill trap), explains what agents actually want from software (API, MCP, CLI, clean docs, per-outcome pricing), and lists four moats that still work: proprietary data, system-of-record products, speed, and human sales.