---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/38844563.md"
description: "A capable developer using Claude Code or Codex can replicate the core functionality of a mid-tier SaaS product within a few weeks. It's not perfect and doesn't handle every edge case, but it's enough to make the CIO reviewing a $500,000 annual renewal start asking: "What if we build it ourselves?"This is the crisis facing software stocks right now.https://x.com/iamai_eth/status/2025779377221582961?s=46"
datetime: "2026-02-24T01:15:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38844563.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38844563.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38844563.md)
author: "[♾️](https://longbridge.com/zh-HK/profiles/15639673.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/38844563.md) | [简体中文](https://longbridge.com/zh-CN/topics/38844563.md)


# A capable developer using Claude Code or Codex can…


### 相關股票

- [Microsoft (MSFT.US)](https://longbridge.com/zh-HK/quote/MSFT.US.md)
- [Adobe (ADBE.US)](https://longbridge.com/zh-HK/quote/ADBE.US.md)
- [Palantir Tech (PLTR.US)](https://longbridge.com/zh-HK/quote/PLTR.US.md)

## 評論 (6)

- **cheerego · 2026-02-24T08:16:03.000Z**: There might indeed be a crisis for software stocks, but it certainly won't be about core functionalities being easily replicated, because that has always been easy. Personally, I believe AI will only make the strong stronger. With the integration of AI, the weaker players' space for survival is more
- **影帝9527 · 2026-02-24T07:10:26.000Z**: Okay, I'll check out the next one.
- **价值&价值投机 · 2026-02-24T02:03:19.000Z**: Claude code 的确可以在几周内复制一个 Saas 工具的核心功能，但即使如此，过去没有 AI 的时候，同样的 saas 应用一样有大量免费的开源项目，今天 AI 虽然可以复制，但本质不过是重复造轮子，AI 真正有可能颠覆的是传统 Saas 的定价逻辑，传统 Saas 按席位收费，如果有了 AI 后，生产力提升不需要那么多岗位，对于传统 Saas 的打击才是致命的，其次，传统 Saas 的定价逻辑会一定程度上被 AI 大模型的按 Token 消耗数影响。
  - **♾️** (2026-02-24T07:07:34.000Z): Software stocks, I look quite pessimistic.
- **影帝9527 · 2026-02-24T01:42:14.000Z**: Are you using a Mac mini?
  - **♾️** (2026-02-24T07:07:21.000Z): kimi 有个新功能