Jerry Liu· @jerryjliu0 · X·· 1 小时前AI 评分26
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我同意，vibe-coded 的解决方案不会取代企业级 SaaS 解决方案。 不过，我确实认为 SaaS 的利润率会因多种原因被压缩： * 这些工具的价值将体现在数据层，而不是应用/UI 层 * 初创公司推出竞品要容易和快得多。编程智能体赋予小公司对抗 incumbent 的巨大杠杆，尤其是当初创公司从一开始就以智能体原生的方式构建时
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i agree that vibe-coded solutions will not replace enterprise-grade saas solutions.
however i do think saas margins will be compressed for a variety of reasons:
* the value of these tools will be in the data layer, and not in the app/UI layer
* it is much easier and faster for startups to launch competing products. coding agents give small companies insane leverage to compete against incumbents, especially as startups are built in an agent-native fashion from the ground up
narrative violation: preferences will swing back from DIY vibe-coded software to super secure industry-leading SaaS solutions. while it's super easy to build anything, endlessly protecting and securing it is super hard...and teams want to sleep at night.在 X 查看被引用的帖子
来源：Jerry Liu · x.com