> I actually have a hard time imagining B2B SaaS dying because AI makes it easy to roll your own tools

Agreed. I think software engineers are misunderstanding why the SaaSpocalypse is (has?) happening.

It feels like software engineers think the SaaSpocalypse is due to technical commodity: "Oh no! Claude can bang out a fully functioning Slack/Monday.com over a weekend! There goes Slack/Monday.com"

The selloff is being driven by the "Seat Replacement" fear: SaaS charges "per seat" or "per human user" - but if an agent can do the work of X (>1) humans, then "seats" sold shrink, reducing the valuation and profitability of SaaS companies that are driven by seat multiples.

This has no impact on the valuation or stress of bootstrapped businesses like yours where you don't have to answer to either VCs or shareholders. It's more likely bootstrapped businesses will get a revival as people seek to work closer with founders who are focused on building a sustainable, long term value add than an unsustainable, blitzscaling play.

In fact, if I am not mistaken, it will reduce the edge VC funded companies have over bootstrapped businesses like yours (eg: the CAC is set on a more level field when blitzscaling funds reduce or disappear).