Another Podcast AI and SaaS
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Feb 23, 2026 A deep dive into how AI is reshaping software and SaaS economics. They trace the hype cycle from euphoria to skepticism and explain why this wave feels different. Conversation covers which tools get automated, why bespoke replacements for core systems are unlikely, and how product design and new roles matter as AI changes who builds and buys software.
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AI Dramatically Lowers Software Creation Cost
- AI makes building many kinds of software orders of magnitude cheaper, enabling automation of tasks previously too expensive to solve.
- Benedict Evans says this will create vastly more software and displace work currently done manually or via bespoke tools.
AI Fixes The Excel Middle Ground
- AI changes the middle space of improvised work (Excel, email) by answering ad-hoc queries instead of forcing exports and manual analysis.
- Evans contrasts telling an LLM to analyze a CSV with managers exporting data to find answers today.
Solve The Problem Before You Write Code
- Focus product effort on discovering the real problem, not just coding; the hard part is defining the right solution and getting adoption.
- Evans stresses product design, workflow and incentives over code-writing as the key barrier.