The SaaS-pocalypse is being read wrong

IBM lost $69 billion of market cap in one day. The WSJ is calling it the SaaS-pocalypse. Everyone is reading it wrong.

The money didn't vanish. It moved.

Enterprises are shifting budget from software licenses to GPUs, memory, and clusters. Read that again: they are not buying software anymore. They are buying the means of producing it.

Own the compute. Run open-source models. Point agents at your backlog. Congratulations, you now manufacture unlimited custom software in-house, and the per-seat license your vendor sold you is a museum piece.

Here is the part nobody is writing about.

A bank can stand up an NVIDIA cluster and a platform team. The 33 million SMBs that run the real economy cannot. Neither can most of the 100,000 MSPs they already trust to run their IT.

SMBs are not going to lose the AI era. They are going to get it a different way: software factories they rent, through people they already trust.

That is exactly what we build at Intuist. A no-code platform where MSPs build and resell AI agents to their SMB clients. It runs on GPUs we own. It repairs customer apps by itself (this morning: bug flagged, diagnosed, fixed, verified in 43 seconds, no engineer). This month, MSP partners started reselling agents to their own customers.

By 2028: enterprises will build their software. SMBs will have it built for them.

If you run an MSP or an SMB, email [email protected] with the most annoying workflow in your back office, or reply on the original post. We will send you a working app for it within 24 hours. Built by agents, not engineers.