Most of them seem incrementally better than the others (or much better but not 10X better as the old adage used to be).
Are all new SaaS businesses effectively a play on "Your margin is my opportunity"?
What do you think?
It's more like, "[their] mediocrity is my opportunity".
Folks are tired of paying a premium price for UI you have to train people to use because it's not intuitive.
There are practically infinite ways to provide value with software. Some SaaS are definitely commoditized, but in general there are endless ways to differentiate.
I would say if the customers get access to the founders / devs directly, you are 90% ahead of the competitions who outsource support (who can't actually fix stuff and used to buy time) or use AI bot (same)
But there is more. For example being a smaller company that gives more attention, or being a bigger one that can tick all your compliance requirements. Or being local (same country). Or just marketing to a group that doesn’t know the other options.