The key is that it makes new companies entering the market to compete with Salesforce immensely easier. More competition will just force lower overall margins in SAAS.
The key is that it makes new companies entering the market to compete with Salesforce immensely easier. More competition will just force lower overall margins in SAAS.
This is such an important key insight that will take the vibe coding folks another few years to really internalize.
Given that many engineers have never internalized this, you’re more confident than I am.
But give me the source code for something competitive with Solidworks, Jasper Gold, FL Studio, After Effects, etc. and I'm sure as hell making a business out of it!
Furthermore while good software may not guarantee business success, it is pretty much a requirement. I have seen many projects fail because the software turned out to be the hard part.
We're not going to see the end of software; we're going to see the end of margins.
I don't know for sure, but I suspect that other industries have experienced this. Would love to know which. Photography comes to mind, but I'm sure there are more meaningful examples.
You seem to be implying Salesforce’s business is successful because they have their own query optimizer. But the causality is reversed. Salesforce has their own query optimizer because they’ve built a successful business.