Is SaaS Dead?, Here's a Senior Engineer's Perspective

"SaaS is dead" became a talking point after Microsoft CEO Satya Nadella used the phrase on the BG2 podcast in December 2024: if AI agents can take over the interface and the work, what is left of a subscription application? In his video, senior engineer Arjan from the ArjanCodes channel argues the opposite for a large part of the market — that the value of many SaaS products sits in work that has nothing to do with the code. This post summarises his argument and adds the figures and documents it leans on.







