20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?

From all things in the industry, I think the margins are the least thing that I'm worried about. We're taking into consideration that the prices of models will go down towards zero. Me personally, I don't believe we'll hit a speed bump. I don't think also we'll hit like a wall with like the the improvements of LLMs. Even with existing models, we're only scratching the surface of economic value that you can create.

If a one-person team can get sold for $80 million without people, it means that you'll be able to do a lot more stuff with very l like less people. This is 20 VC with me, Harry Stebbings, and base 44, what an incredible story. Base 44 is the story of one entrepreneur who in just 18 months went from an idea to millions in revenue, an incredible customer base, and selling to Wix, the public company for $80 million. Today, Mayor, base 44's co-founder, joins me in the hot seat to discuss the truth behind the economics of vibe coding.

Are the margins as bad as people think? What is the future of models? And so much more. This was an incredible discussion. Let me know your feedback, Harry at 20vc.com.

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