The Bootstrapped Founder

393: AI is a Threat to SaaS Multiples

46 snips
Jun 6, 2025
The podcast dives into the impact of AI on the Software-as-a-Service landscape, revealing how it's affecting acquisition valuations. Founders are urged to stress their personal insights and unique branding to stay relevant. It also highlights the importance of human connection in SaaS, showcasing how authentic relationships can create lasting value. As the industry evolves, staying competitive means combining technological savvy with genuine customer engagement.
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INSIGHT

SaaS Moat Once Strong

  • SaaS businesses had a strong moat due to technical complexity and accumulated expertise.
  • This drove high acquisition multiples in the past that are now shrinking.
ANECDOTE

Building PodScan with Laravel

  • Arvid built PodScan quickly using the Laravel framework, which provided essential business components.
  • This ease contrasts with the greater effort required before such frameworks existed.
INSIGHT

AI Cuts SaaS Build Time

  • AI agentic coding now builds SaaS apps in minutes instead of days or weeks.
  • This drastically lowers the technical barriers to creating SaaS products.
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