It's shocking to me how prevalent this "who needs Salesforce when everyone can just vibe code their own CRM from scratch in a day" narrative has become in the business press. Like, what???

I don't think vibe-coding will replace anything. However, what if AI tools can make skilled developers more productive, particularly at simple tasks in unfamiliar environments? You could see that reducing the engineering costs of simple utility applications. There are tons of pitfalls that many here have pointed to but also maybe opportunities to do things that wouldn't have been cost effective.

Also: In my life the easier it has gotten to create and run software, the more software people have wanted and the more they have been willing to spend on it.

People really seem to believe that code is the only thing you need to make a SaaS company. It's like thinking a line cook is all you need to open a restaurant. There are so, so many other components to running a business.

No serious programmer "vibe" codes. I admit creating SaaS may not be feasible with current infrastructure but you can't ignore the insane jump in productivity that these tools can offer with the right scaffolding.

There is still a narrative here. Lots of SaaS recurring revenue is built on value-add features that can be easily replaced.