I didn't realize B2B SaaS products were in freefall like his numbers suggest. I'm not convinced customers are leaving to vibe code their own products but I do believe we're seeing a major shift in the market, pushed by the sudden relative ease of coding. There are a lot of B2B SaaS products which are outdated and I wouldn't be surprised if they're supplanted by much faster competition

Yup it's definitely not because _customers_ are coding solutions, but the trend and motivation seems to come from the fact that customers are realizing there's something else possible except being tied into expensive recurring yearly subscriptions.

I was surprised when I saw the numbers from Bloomberg myself as well!