The real answer is they are likely having a hard time converting people to paid plans
That's a very weak moat unless you have something else like the friction of network dependence similar to a social network.
This company does not seem healthy at all:
https://getlatka.com/companies/calcom
I agree with the other poster that mention this is likely a publicity stunt but all it's really showing is that VC is still incredibly stupid with their money. All the more reason to seize it from them then properly fund useful software and not subsidize vanity projects for stanford grads.
I wouldn't under estimate switching friction.
You have to bring value that goes beyond the source code and hosting, otherwise your clients are going to vibe code a custom solution instead of paying you.
How many things do you want to be responsible for? How many vibe coded projects do you want to maintain?
I think this line of reasoning is overblown. Just because you can doesn't mean a significant number of people will. I think the 3D printer comparison is apt.
Enterprise customers have the means to develop in house, those are the customers that will leave. And those are the whales of the Saas business.
It sounds nice, but now you have something that takes an enormous amount of time and effort to use and maintain, plus you need to have someone with the skills to run it.
> Enterprises have a business to run and don’t want to run a software shop on top of everything else.
It sounds like you mostly understand here. The biggest part of "running a software shop" they want to avoid is responsibility for support, bugs, fires, ongoing maintenance, and legal issues, of post-release software.
Dave's Pizza around the corner doesn't make a social media app, not because Dave can't figure it out, not because he can't vibe code one, not because he can't contract someone to do it, but because running a social media site isn't a core competency of Dave's Pizza. Instead, Dave uses existing social media sites, and focuses his efforts and passions on making pizza.
saas value to an enterprise is more than just the functionality provided and I think that is lost on a lot of the heads down software devs here.
Most enterprise companies don't develop everything in house, but usually do have a varied mix of in-house infrastructure, IaaS and PaaS solutions, and SaaS products. Large organizations across varied industries often have multiple internal dev teams, and the availability of increasingly sophisticated AI tools is going to enable the same teams to be effective at more, and more complex, projects. AI will definitely start shifting make-or-buy decisions, especially for mature, commodity use cases, to 'make'.
This is why companies outsource anything. Google, Inc. is big enough to own farms and ranches to grow the food eaten in its cafeterias. They could make trucks to transport that food. They could operate factories to make cutlery, etc. Why do they instead choose to pay layers of margins to layers of middlemen?
Absurd example? How about Apple? They outsource production of their chips, instead of capturing the margin they are currently gifting to their partners. Why?
Delta Airlines doesn’t operate oil fields or even refineries even though a major cost of their operations is jet fuel. Why?
Once you can reason through these very simple examples, you will understand why enterprises are unlikely to walk away from SaaS.
https://en.wikipedia.org/wiki/Trainer_Refinery
https://www.reuters.com/business/energy/delta-air-lines-refi...
s/Delta/United/ or s/Delta/Southwest/ or s/Delta/Lufthansa/. Or if you prefer, s/refinery/oilfield, or s/refinery/pipeline. Or even s/refinery/farm/ because Delta also buys food in vast quantities (I would not be surprised to find they have interests in ag producers that offset a small % of their food purchases, which does not diminish the argument).
Delta also does not make airplanes, jet engines, seats, radios, GPS, glass, or even wires. They don't distill the spirits they serve on their flights. They don't own and operate a satellite Internet capability. They don't even make movies for in-flight entertainment.
The point is that Delta, like most successful firms, outsources key aspects of core service delivery.
The second article you linked says plainly that the refinery is an offset/hedge. QED Delta still outsources the vast majority of its fuel costs. (They could, for example, own large swathes of the Permian and do E&P as well. They choose to leave that to others.)
Most large firms have in-house software dev teams responsible for at least some portion of their development work. I know software engineers locally working, variously, at banks, pet supply distributors, power companies, soft drink bottlers, and many other non-tech industries. And AI can and will extend these teams' capacity to internally manager larger segments of their companies' tech stacks.
here comes the next SaaS idea - vibe coded services as a service. You tell what service you want, may be point out a couple examples, and you get that service vibe coded and hosted for you for a small monthly fee!
So, no, hosting LLM output is not the same as being responsible
People can one shot to the moon, if the input and improvements can't be sustained, it goes sideways. Still an exciting space.
Do it then
But that is very unlikely even if everyone adopted it, which they won't.
Are you willing to bear the burden of litigation?
Generally speaking it is very very difficult to have a license redefine legal terms. Either this theseus copy is legally a derivative work or it isn't, and text of a license is going to do at most very very little to change that.
Copyright can only deny the right to make copies.
If someone spends years using your software and they have learned a mental model of how your software works, they can build an exact replica and there is nothing you can do about that since there is no copy you can sue over. Said user is also allowed to use AI tools to aid in the process.
What you want is an EULA, which is a contract users explicitly have to agree with. A license file only grants access or the right to copy, it doesn't affect usage of your software.
Whether or not this is technically correct, a comment that begins this way is unlikely to be persuasive.
The "Ship of Theseus" license you've linked to attempts to define for itself what constitutes a derivative work, but what is and is not a derivative work is determined by copyright law itself, and there's no concept of imposing licensing conditions on works that your copyright never extended to in the first place.
Simply put, if something isn't infringing your copyright under the criteria established by the law, then your permission was never needed to do it in the first place, so the conditions under which you would or would not be willing offer that permission are irrelevant.
"AI slop is rapidly destroying the WWW, most of the content is becoming more and more low-quality and difficult to tell if its true or hallucinated. Pre-AI web content is now more like the golden-standard in terms of correctness, browsing the Internet Archive is much better. This will only cause content to go behind pay-walls, allot of open-source projects will be closed source not only because of the increased work maintainers have to do to not only review but also audit patches for potential AI hallucinations but also because their work is being used to train LLMs and re-licensed to proprietary."
Replace AI with "open source and Linux", and "open source" with "Windows" in the statements. That's what Microsoft's PR team would have said about open source and Linux about 20 years back in the 2000s.
After the unsuccessful FUD era, now Microsoft is running away with Linux by running its Windows alongside via WSL to combat MacOS Unix-like popularity, and due to Linux and open source dominance in the cloud OS demographic.