Episode 162: Eric Seufert on the SaaS-pocolypse, Meta’s Manus, and AppLovin’s Social Network

2026-02-27

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Eric Seufert (Mobile Dev Memo) joins Ari Paparo and Eric Franchi for a wide-ranging conversation on the future of apps, AI agents, walled gardens, and the shifting power dynamics in digital advertising. They dive into the so-called “SaaS-pocalypse” and discuss whether AI agents could replace apps entirely. They also discuss Apple’s emerging AI gatekeeping strategy (and what it means for developers), Meta’s acquisition of Manus and the automation of advertising, and AppLovin’s reported ambitions to build a social network from scratch. Along the way, ...

Takeaways

AI agents may change how people use apps, but apps will not disappear.
Owning the user surface area matters because it protects monetization and customer relationships.
Agentic commerce sounds compelling, but platform incentives make full disintermediation unlikely.
Apple is tightening rules around sending personal data to third-party AI services, and enforcement is increasing through app rejections.
Apple keeps definitions vague to preserve latitude, which can create uncertainty for developers.
Apple may use Private Cloud Compute partnerships to control AI distribution and take a share of revenue.
Running meaningful AI inference on a device is limited by memory, so cloud processing remains central.
Meta’s Manus acquisition reinforces the push toward end-to-end campaign automation in Ads Manager.
The next step is AI that improves the post-click journey, not just the ad setup.
Meta’s business AI vision could move optimization from landing pages into conversational purchase guidance.
Some startups should look beyond Meta’s core strengths and build in channels that Meta is less focused on.
Building a new social network requires massive spending, but AppLovin has the cash flow and distribution to attempt it.