Matt's guide is great but this line is pretty funny: "They're so lit up by being able to build anything that they don't do anything else. Then they launch and there are no users." 😆
Matt 的指南很棒,不过这句话真挺好笑的:“他们因为能构建任何东西而兴奋得不行,结果别的什么都不做。然后一上线,根本没有用户。” 😆
Have to give the Devin/Windsurf team flowers for staying disciplied through the ups and downs and keeping at it. I know many AI native builders who love Devin now. Will hopefully find some more time to try it myself.
必须给 Devin/Windsurf 团队点个赞,他们在起起落落中一直保持 disciplined(自律/克制),并且持续坚持做下去。我认识很多 AI native(AI 原生)开发者,现在都很喜欢 Devin。希望我自己也能再找点时间试试它。
People are saying SaaS is not dead. I think larger enterprise SaaS that can do multiple jobs are probably fine (e.g., Figma). But if you’re building a simple SaaS for a narrow use case, I think it's harder to monetize now because: 1. AI skills can often solve the same problem in a much more flexible, personalized way. 2. AI-native agents like Codex / Claude Code that have a user's personal context and memory have far more knowledge to solve the user's problem vs. a standalone SaaS website or chatbot. 3. People are willing to pay hundreds or thousands for services (human touch is what's rare these days) but charge $20 / month for a SaaS and people will compare it's value to their Claude / ChatGPT subscription. Curious if others feel the same way? I guess I'm in a bubble and most people have not set up their own AI skills yet.
大家都在说 SaaS 还没死。我觉得能做多种工作的更大型 enterprise SaaS(企业级 SaaS)大概率还是没问题的(比如 Figma)。但如果你做的是一个面向狭窄 use case(使用场景)的简单 SaaS,我觉得现在变现更难了,因为:1. AI skills(AI 技能)往往能用更灵活、更个性化的方式解决同样的问题。2. 像 Codex / Claude Code 这样的 AI-native agents(AI 原生 agent),因为拥有用户的个人上下文和记忆,相比一个独立的 SaaS 网站或 chatbot,掌握的信息要多得多,更有能力解决用户的问题。3. 人们愿意为服务支付几百甚至几千美元(如今稀缺的是 human touch,也就是人的参与和服务感),但如果你对一个 SaaS 收费 $20 / month,人们就会拿它的价值去和他们的 Claude / ChatGPT 订阅做比较。很好奇其他人是不是也有同感?我想也许是我自己活在一个 bubble(信息茧房)里,毕竟大多数人可能还没有搭建好自己的 AI skills。