问HN：Anthropic和OpenAI是最后的软件初创公司吗？
目前有一种持续的讨论，认为模型实验室将使软件商品化，导致每个企业都将构建自己的定制内部软件，而不是向第三方供应商支付订阅费用。显然，SaaS（软件即服务）已经死了，或者说SaaS的利润已经消失了。<p>除了华尔街的情绪之外，这种现象是否有真实的迹象？
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There is an ongoing discourse that the model labs will commoditise software to a point every business will build their custom internal software instead of paying a subscription fee to a third party vendor. Apparently SaaS is dead or maybe SaaS margins are dead.<p>Are there real signs of this outside of the wall street sentiment?