The value in enterprise SaaS offerings isn't just the application functionality but the IaaS substrate underneath. The vendor handles server operations, storage, scalability, backups, security, compliance, etc. It might be easier for companies to vibe code their own custom applications now but LLMs don't help nearly as much with keeping those applications running. Most companies are terrible at technical operations. I predict we'll see a new wave of IaaS startups that sell to those enterprise vibe coders and undercut the legacy SaaS vendors.

I've been confronting this truth personally. For years I had a backlog of projects that I always put off because I didn't have the capacity. Now I have the capacity but without the know how to sell it. It turns out that everything comes back to sales and building human relationships. Sort of a prerequisite to having operations.

Are the infrastructure tools available already not easy enough to build on? We have all these serverless options already.