Comment by stingrae
3 days ago
It doesn't make sense for every company to make their own Salesforce clone.
The key is that it makes new companies entering the market to compete with Salesforce immensely easier. More competition will just force lower overall margins in SAAS.
It's not really that hard to make a Salesforce clone now though. Writing the software was never the hard part of building a business.
> Writing the software was never the hard part of building a business.
This is such an important key insight that will take the vibe coding folks another few years to really internalize.
> few years to really internalize.
Given that many engineers have never internalized this, you’re more confident than I am.
I don't know, I mean for most SaaS products this is true. But for something like Salesforce, the feature set is incredibly broad. The coding is not hard, so much as it is just an enormous volume of code.
It was never the only hard part, but it definitely was a hard part (at least in most cases; obviously there are some monopolies with relatively simple software - mostly where there are network effects like WhatsApp).
But give me the source code for something competitive with Solidworks, Jasper Gold, FL Studio, After Effects, etc. and I'm sure as hell making a business out of it!
Furthermore while good software may not guarantee business success, it is pretty much a requirement. I have seen many projects fail because the software turned out to be the hard part.
Yeah, but its still usually cheaper to pay for software than build and support it. I think that will be true for a long time going forward, its just that you can't plan on extracting a ransom for your SAAS.
Salesforce literally has its own query optimizer, you are vastly underestimating the complexity of its software.
But a query optimizer only matters once you have an established business with large customers.
You seem to be implying Salesforce’s business is successful because they have their own query optimizer. But the causality is reversed. Salesforce has their own query optimizer because they’ve built a successful business.
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