And large companies. The first half of my career was spent writing internal software for large companies. I believe it's still the case that the majority of software written is for internal software. AI will be a boon for these use cases as it will make it easier for every company big and small to have custom software for its exact use case(s).
Big cos often have the problem of defining the internal problems they’re trying to solve. Once identified they have to create organizational permission structures to allow the solutions. Then they need to stay on tasks long enough to build and use the software to solve the problem.
Only one of these steps is easily improved with AI.
Not to mention that you'd need to integrate it with lots of other vibe-coded products. It can be great for some use cases for sure, though, but identifying them can be tricky, as big orgs are pretty terrible at formulating what they need clearly.
The benefit of using off the shelf software is that many of the integration problems get solved by other people. Heck you may not even know you have a problem and they may already have a solution.
Custom software on the other hand could just breed more demand for custom software. We gotta be careful how much custom stuff we do lest it get completely out of hand