I want to agree, I do. But this point is plainly wrong in my observations:

> The enterprise version of that is I don’t want a CRM unless at least two other giant enterprises have successfully used that CRM for six months. [...] You want solutions that are proven to work before you take a risk on them.

Perhaps not for every category of software and every company. But in practice, any SaaS app that is just CRUD with some business logic + workflows is, imo, absolutely vulnerable to losing customers because people within their customers' orgs vibe coded a replacement.

They are perhaps even more at risk because would-be new customers don't ever even bother searching to find them as an option because they just vibe code a competitor in-house.

The vulnerability lies primarily in the fact that most of these SaaS apps were talking about are _wrong_ to some meaningful degree. They don't fully fit how your company works, and they never did. There is something about them that you are forced to work around in some way. This is true because it is impossible to build a universally perfect product, to perfectly fit it to every business requirement of every user in every company.

But now it is relatively cheap to build the perfect version for your company in-house. Or maybe even just for YOU.

I think medium/long-term this will mean a redistribution of technical talent from SaaS companies to industry companies. Instead of paying millions for SaaS subscriptions, industry companies will spend fewer millions building precisely what they need in-house with the help of AI. Not every SaaS and not every company, but I already see this happening at my company right now.