20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?

<p dir="ltr">Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium.</p> <p dir="ltr"><span style= "text-decoration: underline;"><strong>AGENDA:</strong></span></p> <p dir="ltr">00:05 – 00:10: How Vibe Coding is Going to Kill Salesforce and SaaS<br /> <br /></p> <p dir="ltr">00:13 – 00:15: Do Vibe Coding platforms have any defensibility?<br /> <br /></p> <p dir="ltr">00:22 – 00:24: I am not worried about Replit and Lovable, I am worried about Google…<br /> <br /></p> <p dir="ltr">00:28 – 00:29: Margins do not matter, the price of the models will go to zero<br /> <br /></p> <p dir="ltr">00:31 – 00:32: Speed to copy has never been lower; has the technical moat been eroded?<br /> <br /></p> <p dir="ltr">00:47 – 00:48: How does Base44 beat Cursor?<br /> <br...