> 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'.
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.