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AI agents are fundamentally disrupting the traditional SaaS business model, leading to a "SaaSpocalypse" as companies shift from buying to building their own software. This has caused market tremors, wiped out significant value from SaaS stocks, and prompted a freeze on new SaaS IPOs, forcing the industry to adapt to new pricing models and AI-native competition.
Treasure Data's "Treasure Code" was built in just 60 minutes by one engineer, showcasing the potential of AI-native development. This rapid creation was underpinned by a robust governance system that prioritized platform-level access controls and a three-tier quality pipeline, setting a precedent for safe and scalable AI-generated code in production.
