I don't think the 2nd point will make a huge impact on software sales. Who is vibe coding? Software developers or business types? They aren't going to vibe code a CRM, or their own bespoke version of Excel, or their own Datadog APM.

Maybe they will vibe code small scripts, but nobody was really paying for software to do that in the first place. Saas-pocalypse is just people vibe investing, not really understanding the value proposition of saas in the first place (no maintenance, no deployments, SLAs, no database backups, etc).