That's a very weak moat unless you have something else like the friction of network dependence similar to a social network.
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.
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.
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
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.
