The impetus for the blockade on the Strait goes away when the US pulls out. Even the UAE said as much as which is why they are currently trying to pass a UN Security Council Resolution stating as much and get the RoW to show enough teeth to get Iran to back down.
The real story isn't that some enterprise mega corp is going to vibe-code their own Workday.
The real story is that SOME startups made up of one person (or small number of engineers) will do it, and create pricing pressures against Workday, or DocuSign, or other B2B SaaS.
But if you are a mega corp, spending 0.1% of your CapEx on SaaS subscriptions, do you really want to switch to products made by some no name one person startup? You might save 0.05% of your CapEx, but if something didn’t workout, your whole business will be screwed.
To your point, I think there are 3 main categories:
1. Too big to fail (SalesForce, ServiceNow, ServiceTitan, Shopify). They’re targeting megacorps’ core business operations. Switching costs are too high. They will survive,
2. B2B non-core (PagerDuty, Vanta, Monday, Atlassian). They’re going to have stiff competition and most here will fail or merge/consolidate. They have the most to lose because they’re non-core to a business’s success and pricing pressures will cause many of them will be easily vibecoded with enough time. The large TAM here will attract hundreds of competitors each.
3. Consumer SaaS (Notion, Canva, Grammarly, Dribbble). They're good as dead and can be buried.
I'm going to assert that Tesla's FSD™ does not, in fact work on city streets and highways.
Or, if you want to loosely define "work", Ernst Dickmanns had self driving in the 80s, and put in on the autobahn in the 90s. I'd rather define it more tightly as "statistically at least as safe to be in _and_ to be near, as a human driver".
Tesla claims to have achieved that, but I don't believe them. That's because the data they report 1) omits a fair bit of critical info, and 2) frequently changes definitions. Both serve to make comparisons difficult. If it was clearly safe, I think they'd put effort into making the comparison transparent.
Bear in mind that Musk has been claiming "Full Self-Driving" since at least 2016, and people involved have asserted that he wasn't wrong, he was lying.
The impetus for the blockade on the Strait goes away when the US pulls out. Even the UAE said as much as which is why they are currently trying to pass a UN Security Council Resolution stating as much and get the RoW to show enough teeth to get Iran to back down.
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