Does Dylan Field think AI means SaaS is dead?

Dylan Field rejected the all-or-nothing view of the SaaSpocalypse. He said it is not true that all SaaS companies are fine, and also not true that all are dead. Software companies can last, he argued, by specialising on a target audience and knowing it deeply, and he named Cursor as the example: frontier labs chased it with their own models, yet it succeeded by obsessing over its users.

• Field said design tools are like instruments, where the feel and mechanics take years of user feedback to get right.

Source: our own transcription of the episode. The full conversation is on All-In with Chamath, Jason, Sacks & Friedberg (2026-10-19). Read the whole episode summary →

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