2026-09-14 · Fuente：ITWorld Korea
NVIDIA's CEO says markets that crashed SaaS stocks got it wrong; Shopify's Sidekick, with 4,000 custom apps in three weeks, shows AI extending enterprise software, not ending it.
NVIDIA chief executive Jensen Huang has branded the belief that AI will render SaaS obsolete "the most illogical thing in the world," and declared the market reaction that sent SaaS share prices plunging flatly wrong.
Analyst Benedict Evans underscores why: the fact that anyone can now create code easily does not solve SaaS's essential problem, because building code and tools is the easy part. "The hard part is recognizing what tool is needed in the first place, and figuring out what that tool should do," Evans has argued. If his framing is right, Shopify's Sidekick points toward SaaS's next evolutionary direction — extending the traditional model rather than discarding it.
In December, Shopify introduced custom app generation through Sidekick: a merchant describes the tool it wants, Sidekick writes the code, and the platform connects Shopify's interface components and Admin API. Reception has been overwhelmingly positive. Shopify says merchants created roughly 4,000 custom apps in the three weeks after launch — delivering the customization enterprise SaaS buyers have long demanded while retaining continuous support and platform stability.
Despite premature predictions that AI would kill SaaS, the author expects this breed of enterprise SaaS to multiply. Cheaper code-writing costs mean companies can change the features they dislike while keeping those they like. For vendors that willingly accommodate customization demands, AI can make products far more useful — and make abandoning the platform harder.
Jeremy Morel of Cloudflare advances a similar thesis in an excellent essay on scalable software, writing that "in the past year users suddenly gained the ability to create code with their words" — the dawn of "markets of one." Software, he argues, should let enterprises build extensions around established core functionality. Morel discloses his commercial stake openly: as a Cloudflare employee, he believes his company's infrastructure suits running extensions. He is not wrong, the author concludes, but what truly matters is the general opportunity to fuse customization flexibility with stability. Vendors have ample reasons for restricting deep customization of core products — high maintenance costs, security risks, update conflicts, and preventing software from degenerating into complex bloatware.
Etiquetas: Shopify Sidekick · Jensen Huang · Benedict Evans · Jeremy Morel · SaaS · Generative AI
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