What’s happening to Tailwind is a leading indicator of the challenges that will face all SaaS companies (https://lnkd.in/gdBk4vfR)

Coding agents aren’t super helpful with operations, so SaaS businesses that deliver before runtime – like a developer-facing library – are more vulnerable to replacement today.

Coding agents will get better at operability and actual operations, the rest of the business will become as AI-aware as developers – even runtime SaaS margins will become indefensible.