Everyone Says Vibe Coding Will Kill SaaS. They’re Half Right.

There’s a narrative going around that AI is about to make SaaS businesses worthless. The argument goes something like this: why pay for software when anyone can spin up their own version using Claude Code or Cursor in a weekend? SaaS is just an expensive database with a UI on top. The moat is gone. I’ve been thinking about this a lot, partly because I co-founded AppSignal and have skin in the game, but also because the argument is both partially right and dangerously incomplete. The Par...