zlacker

1. This isn't rooted in data but anecdotes "One Series E CEO told me that they’re re-evaluating the quarterly renewal of their engineering productivity software because they along with an engineer reimplemented something using Github and Notion APIs. They were paying $30,000 to a popular tool3 and they were not going to renew anymore."

2. These anecdotes are about tech startups spend, not your <insert average manufacturing business>. Nor or they grounded in data that says "we interviewed 150 SMB companies and 40% of them have cancelled their SaaS subscriptions and replaced it with vibe coded tools"

3. "Analysts are writing notes titled “No Reasons to Own” software stocks." - there is just one analyst saying this: https://finance.yahoo.com/news/no-reasons-own-software-stock...

4. Most of these SaaS tech stocks have been trading at all time highs...this smells of "explain something very complex with a simple anecdote"

EDIT: Oh lol, the author has a vibe coding SaaS offering...there ya go.

>>mbesto+(OP)
Yeah, also if a SaaS costs, 10k a year, I promise its not not more cost effecient to pull your 10k a month engineer off their usual work to build and then maintain some vibe coded slope everytime an edge case occurs.

Also many customers of SaaS have little to zero engineering staff, they are in construction, resturaunts, law offices ect. These takes are so assanine.

>>mbesto+(OP)
Exactly. This sounds like a barber advising which haircut to get.

>>IhateA+23
Even in companies that have SWE, do you really want to divert in-house SWE time to something as exciting as ... accounting rules and making sure your inventory is auditable? Or any number of the weird compliance things associated with most B2B software for a medium-size business?

>>IhateA+23
Is there a place on the internet where folks like yourself, who seemingly have a way to think economically congregate? I personally dont know of one, for which if I did, I wouldnt visit here anymore.

So many takes on here are so lazy and simpleton that when you go a few levels deeper all the flaws get exposed.

>>mbesto+(OP)
As someone who works in the B2B SaaS space...

- If our customers vibe coded better integration points for us, it probably improves our overall value to our customers.

- The software industry, especially startups, is such an insignificant portion of the market, its not really worth worrying about. But, I can tell you from experience, that even large software companies don't want their own developers spending much time on accounting, ERP, or HRIS systems and they "outsource" this to SaaS companies.

>>mbesto+(OP)
Yeah, this is just long-form linkedin slop. He's thought-leadering to get you to get his (no-doubt slop-written) guides and do leadgen for his forthcoming saas.

sigh.

>>sdf2er+5k
Also interesting.

>>sdf2er+5k
Its called PolyMarket

>>hunter+nI
Its funny you mention this, I was going to say that the only communities I've found online where +EV thinking is the norm is in professional gambling circles. However, those exist basically only in closed off discord and telegram chats, where we are actively manipulating polymarket/kalshi markets && comment sections :)