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Vibe coding is causing the death of SaaS... Because we want better software: more features, more workflows, more EVERYTHING We're not happy with existing software, that's why we vibe code something ourselves. But what if... existing software came built-in with an AI vibe coding layer? If it did: that... show more

Namanyay

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19,446 views • 1 month ago •via X (Twitter)

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Anthropic just paid millions to hire Andrej Karpathy. He gave you the same knowledge for $0 the same week. Co-founder of OpenAI. Former head of AI at Tesla. The man who coined vibe coding. No recruitment fee. No exclusive access. Just a link and 29 minutes. LLMs are ghosts not animals. Vibe coding is dead. Software 3.0 is here. Watch it. Then read this. Because Karpathy tells you what Software 3.0 is. This shows you how to build one - a software factory with Claude Code that ships features while you sleep. The full build guide is below.

Anthropic just paid millions to hire Andrej Karpathy. He gave you the same knowledge for $0 the same week. Co-founder of OpenAI. Former head of AI at Tesla. The man who coined vibe coding. No recruitment fee. No exclusive access. Just a link and 29 minutes. LLMs are ghosts not animals. Vibe coding is dead. Software 3.0 is here. Watch it. Then read this. Because Karpathy tells you what Software 3.0 is. This shows you how to build one - a software factory with Claude Code that ships features while you sleep. The full build guide is below.

Rahul

1,202,067 views • 2 months ago

Claude Code is causing millions of people to ask the same question... Why should we pay for this software if I can build it in less than an hour? In this video > Build vs Buy Dilemma > The power of vibe coding > The skills of vibe coding > Real world examples of vibe coded internal tools > Ideas for getting started. TIMESTAMPS: 00:00 Intro 00:54 Quote from Vercel Founder 02:04 The Build vs. Buy Dilemma 05:08 The Traditional Software Development Process 06:39 The Power of Vibe Coding 07:09 Skills of Vibe Coding 08:46 Real-World Examples of Vibe Coding 15:52 Ideas for apps to get started 19:15 Future Trends and Conclusion

Claude Code is causing millions of people to ask the same question... Why should we pay for this software if I can build it in less than an hour? In this video > Build vs Buy Dilemma > The power of vibe coding > The skills of vibe coding > Real world examples of vibe coded internal tools > Ideas for getting started. TIMESTAMPS: 00:00 Intro 00:54 Quote from Vercel Founder 02:04 The Build vs. Buy Dilemma 05:08 The Traditional Software Development Process 06:39 The Power of Vibe Coding 07:09 Skills of Vibe Coding 08:46 Real-World Examples of Vibe Coding 15:52 Ideas for apps to get started 19:15 Future Trends and Conclusion

Riley Brown

36,509 views • 6 months ago

this is crazy.. Palantir’s co-founder got asked if someone could vibe code his company.. his answer is that low-end SaaS is COOKED. SaaS that’s built cheap, more money in sales than engineering, no real moat. all getting eaten. but $100,000,000+ software built by real engineers are not going anywhere. anytime soon. real question is how do you compete when software itself becomes a commodity?

this is crazy.. Palantir’s co-founder got asked if someone could vibe code his company.. his answer is that low-end SaaS is COOKED. SaaS that’s built cheap, more money in sales than engineering, no real moat. all getting eaten. but $100,000,000+ software built by real engineers are not going anywhere. anytime soon. real question is how do you compete when software itself becomes a commodity?

Damian Player

109,582 views • 4 months ago

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 views • 1 month ago

The way videos are made is about to change. Introducing OpenArt Director - and a new way to create: VIBE DIRECTING. The same way vibe coding changed how software gets built, Vibe Directing changes how videos are made. All you need is an idea in your head and a conversation to see it come to life. Describe what you want. Chat it into perfection. Walk away with something only you could have imagined, with the quality only a professional could deliver. Because there's a director in all of us. 🎬

The way videos are made is about to change. Introducing OpenArt Director - and a new way to create: VIBE DIRECTING. The same way vibe coding changed how software gets built, Vibe Directing changes how videos are made. All you need is an idea in your head and a conversation to see it come to life. Describe what you want. Chat it into perfection. Walk away with something only you could have imagined, with the quality only a professional could deliver. Because there's a director in all of us. 🎬

OpenArt

16,731,431 views • 1 month ago

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

Nvidia CEO Jensen Huang just called the idea of AI replacing software engineers "complete nonsense" "The number of software engineers is actually increasing... if you can hire a software engineer and generate $9 trillion worth of productive work, why wouldn't you want to hire more? If that line were flat, then obviously people would hire fewer software engineers. But because the output is so incredible, people want to hire more This is going to show up in our economy somehow, soon. Useful AI has arrived"

X Freeze

109,071 views • 1 month ago

Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used to be gated; now everyone has the power to make computers malleable. Everyone is a software developer now, but that does not mean they are software engineers 4. If you cannot demonstrate how a coding agent works, you are just a consumer and have imposed an artificial glass ceiling on your career as a software engineer. 5. If you are curious, you will have a job. If you have not been curious in the last two years, you are replaceable. 6. SaaS per-seat economics may become unstable as customers need fewer people to achieve results, prompting founders to think about new unit economics 7. Most companies will take two or three years (or more!) to figure out AI transformation. 8. Some companies are already building AI native teams of five to ten people who can build with the grain of AI 9. There will be an explosion in the number of software developers. Software development is now essentially free, and tokens are cheaper than humans 10. Not enough engineers know what it means to be a product engineer 11. JIRA ticket monkeys are cooked 12. If your company has banned AI, you should quit that company 13. AI is more like a musical instrument than just a tool play with it, make discoveries, build intuition learn where AI is good and where it fails

Some personal hot takes from AI: engineer Miami follows... 1. Software development is a dead-end profession because anyone can be a software developer now. 2. Anyone can use Cursor or any other tool and generate code. Being a coder and being a software engineer are different. 3. Computers used to be gated; now everyone has the power to make computers malleable. Everyone is a software developer now, but that does not mean they are software engineers 4. If you cannot demonstrate how a coding agent works, you are just a consumer and have imposed an artificial glass ceiling on your career as a software engineer. 5. If you are curious, you will have a job. If you have not been curious in the last two years, you are replaceable. 6. SaaS per-seat economics may become unstable as customers need fewer people to achieve results, prompting founders to think about new unit economics 7. Most companies will take two or three years (or more!) to figure out AI transformation. 8. Some companies are already building AI native teams of five to ten people who can build with the grain of AI 9. There will be an explosion in the number of software developers. Software development is now essentially free, and tokens are cheaper than humans 10. Not enough engineers know what it means to be a product engineer 11. JIRA ticket monkeys are cooked 12. If your company has banned AI, you should quit that company 13. AI is more like a musical instrument than just a tool play with it, make discoveries, build intuition learn where AI is good and where it fails

geoff

59,816 views • 1 month ago

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with

a16z

90,480 views • 4 months ago

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

102,781 views • 4 months ago

Starting today, Gemini 3 is now available for developers. Built to accelerate software development, it can help you bring your ideas to life no matter your level of experience. Our first model in the series, Gemini 3 Pro, is incredibly strong at: ✨ Agentic coding ✨ Vibe coding and web dev ✨ Multimodal understanding

Starting today, Gemini 3 is now available for developers. Built to accelerate software development, it can help you bring your ideas to life no matter your level of experience. Our first model in the series, Gemini 3 Pro, is incredibly strong at: ✨ Agentic coding ✨ Vibe coding and web dev ✨ Multimodal understanding

Google

92,976 views • 8 months ago

Traditional coding benchmarks do not reflect how software is actually built and maintained. That's why we built a new benchmark, APEX-SWE, in partnership with Cognition. It measures whether AI models can perform complex, real-world software engineering work to ship systems that work and debug them when they don't. OpenAI GPT 5.3 Codex (High) tops the leaderboard at 41.5% on Pass@1.

Traditional coding benchmarks do not reflect how software is actually built and maintained. That's why we built a new benchmark, APEX-SWE, in partnership with Cognition. It measures whether AI models can perform complex, real-world software engineering work to ship systems that work and debug them when they don't. OpenAI GPT 5.3 Codex (High) tops the leaderboard at 41.5% on Pass@1.

adarsh

213,456 views • 4 months ago

Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

TBPN

59,761 views • 5 months ago

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Karl Mehta

13,780 views • 1 month ago

$This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.$

This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,814,278 views • 5 months ago

Why Wix customers won't churn to vibe-coded solutions: "Most small businesses aren't going to vibe-code their entire software stack. Running a business requires complex workflows that take years to build, not just generating code with AI. The real challenge isn't creating an app, it's recreating the deep business logic that platforms like Wix have already developed." Avishai Abrahami How do you think about this Anton Osika Matan Grinberg tobi lutke

Why Wix customers won't churn to vibe-coded solutions: "Most small businesses aren't going to vibe-code their entire software stack. Running a business requires complex workflows that take years to build, not just generating code with AI. The real challenge isn't creating an app, it's recreating the deep business logic that platforms like Wix have already developed." Avishai Abrahami How do you think about this Anton Osika Matan Grinberg tobi lutke

Harry Stebbings

38,034 views • 15 days ago

We believe everyone deserves to design exactly what they dream, own their process, and never compromise because of their software. Our team is small, intense, and building what is now becoming the industry standard of the future. We're looking for people who want to build tools that make others more capable, not just more efficient. People who care more about output than title, want real agency in a flat org, and would rather ship and learn than plan and wait. If that's you, we're building something worth your time. Our values: → Ship it → Share it → Open-source it → Respect the craft If this is how you already think, we want to hear from you. See open roles 👇

We believe everyone deserves to design exactly what they dream, own their process, and never compromise because of their software. Our team is small, intense, and building what is now becoming the industry standard of the future. We're looking for people who want to build tools that make others more capable, not just more efficient. People who care more about output than title, want real agency in a flat org, and would rather ship and learn than plan and wait. If that's you, we're building something worth your time. Our values: → Ship it → Share it → Open-source it → Respect the craft If this is how you already think, we want to hear from you. See open roles 👇

ComfyUI

11,805 views • 2 months ago

We spoke to the CEO of Vercel (Guillermo Rauch) about the future of vibe coding in enterprises: "The most surprising emergent thing I've learned is just how much demand there is in enterprises for vibe coding. It's bridging the gap between business and engineering." "Even the CEO of a successful company told me that it felt like asking for a feature from his own engineers was like petitioning the government." "Vibe coding solves that problem. All of the non-technical employees weren't able to ship software, and now they can."

We spoke to the CEO of Vercel (Guillermo Rauch) about the future of vibe coding in enterprises: "The most surprising emergent thing I've learned is just how much demand there is in enterprises for vibe coding. It's bridging the gap between business and engineering." "Even the CEO of a successful company told me that it felt like asking for a feature from his own engineers was like petitioning the government." "Vibe coding solves that problem. All of the non-technical employees weren't able to ship software, and now they can."

TBPN

28,265 views • 11 months ago

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

383,953 views • 5 months ago

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

34,529 views • 5 months ago