What is good about the analysis here? I'm sure complaining about Power BI and Salesforce appeals to the HN audience, but his basic point seems to be that SaaS has no good ideas left, is dying, and is creating illusory demand for AI. The evidence of this is that SaaS growth is slowing, but there is no effort to decouple the idea of "peak SaaS" from the broader economic trends of the last 3 years. It seems like typical Zitron negativity with no useful observations at all.
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What is good about the analysis here? I'm sure complaining about Power BI and Salesforce appeals to the HN audience, but his basic point seems to be that SaaS has no good ideas left, is dying, and is creating illusory demand for AI. The evidence of this is that SaaS growth is slowing, but there is no effort to decouple the idea of "peak SaaS" from the broader economic trends of the last 3 years. It seems like typical Zitron negativity with no useful observations at all.