It's a good test, no doubt. Many engineers are convinced that SaaS is practically dead, since all companies can vibecode their way to a lesser dependence on external (and paid!) software.
This take fundamentally misunderstands just about every aspect of running a successful software company. Today SAAS companies make 10x what the AI companies make in revenue. In 2 years time, this will still be true. In 5 years time, this will still be true. In 10 years time, this will still be true...etc...
The amount of time writing new code is a rounding error on the costs of a software business. Losing customers to bugs, downtime and other costs having to do with maintenance are far higher. Optimizing new code writing time at the expense of everything else is just foolish and only something that someone who has never run a software business could believe.
Messaging apps are a lot harder to get right than you might think. I worked for years on messaging using XMPP and the problems were legion. I'd be very interested in seeing how a vibecoded app does at scale, especially with the presence problem.
It's a good test, no doubt. Many engineers are convinced that SaaS is practically dead, since all companies can vibecode their way to a lesser dependence on external (and paid!) software.
You have a funny way of spelling stock analysis.
This take fundamentally misunderstands just about every aspect of running a successful software company. Today SAAS companies make 10x what the AI companies make in revenue. In 2 years time, this will still be true. In 5 years time, this will still be true. In 10 years time, this will still be true...etc...
The amount of time writing new code is a rounding error on the costs of a software business. Losing customers to bugs, downtime and other costs having to do with maintenance are far higher. Optimizing new code writing time at the expense of everything else is just foolish and only something that someone who has never run a software business could believe.
Messaging apps are a lot harder to get right than you might think. I worked for years on messaging using XMPP and the problems were legion. I'd be very interested in seeing how a vibecoded app does at scale, especially with the presence problem.