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Jerry Liu：编码智能体将压缩 SaaS 利润率

Jerry Liu@jerryjliu0
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LlamaIndex 的 Jerry Liu 和 Scott Belsky 在讨论编码智能体对 SaaS 的冲击，两边观点都有道理，做 SaaS 的值得看看。

LlamaIndex 创始人 Jerry Liu 回应 Scott Belsky 的观点，认同 vibe-coded 方案难以替代企业级 SaaS。但他认为 SaaS 利润率将被压缩，原因之一是价值会从应用/UI 层转移到数据层。他同时指出，编码智能体让小公司获得巨大杠杆，创业公司能以 agent-native 方式从零构建并更快推出竞争产品。Belsky 则认为偏好会回摆到安全可控的成熟 SaaS，因为持续维护和保护自建软件非常困难。

Original · Jerry Liu

i agree that vibe-coded solutions will not replace enterprise-grade saas solutions. however i do think saas margins will be compressed for a variety of reasons: * the value of these tools will be in the data layer, and not in the app/UI layer * it is much easier and faster for startups to launch competing products. coding agents give small companies insane leverage to compete against incumbents, especially as startups are built in an agent-native fashion from the ground up scott belsky @scottbelsky narrative violation: preferences will swing back from DIY vibe-coded software to super secure industry-leading SaaS solutions. while it's super easy to build anything, endlessly protecting and securing it is super hard...and teams want to sleep at night. 🔗 View Quoted Tweet 💬 6 🔄 0 ❤️ 10 👀 831 📊 6 ⚡

#Jerry Liu#LlamaIndex#SaaS#编码智能体#智能体

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