The SaaS
Apocalypse
AI can now build what most SaaS companies sell. The question isn't if your vendors will be disrupted — it's when. This framework scores how vulnerable each vendor is to AI-driven replacement.
The Fragility Framework
Four dimensions that determine how vulnerable a SaaS vendor is to AI disruption. Each is scored 1-5, where 5 means highest fragility risk.
Logic Density
How complex is the application logic? Simple CRUD apps are easy for AI to replicate. Complex ML/algorithmic systems are not.
Integration Gravity
How deeply wired into other systems? Isolated tools are easy to replace. Systemic nerve centers with thousands of API hooks are not.
The Authority Moat
Combined data propriety and compliance barrier. Public data with no legal risk is easy to replicate. Private/historical data with regulatory liability is not.
Economic Substitution
Build cost vs. subscription rent. If AI can build it in a week but costs $1000+/seat, it's dead. If it takes a year to build but costs $20/seat, it's safe.
Risk Scale
Vendor Risk Scores
Explore AI disruption risk scores for major SaaS vendors. Switch between AI model assessments and community-submitted scores.
Company | Category | Logic Density | Integration Gravity | Authority Moat | Econ. Sub. | Composite |
|---|---|---|---|---|---|---|