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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?

Overview

Shownote

Highlights

Transcript

Chapters

Pins

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?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

6 DAYS AGO

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?

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?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

6 DAYS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

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 ...

Highlights

In this insightful conversation, Maor Shlomo, the founder and CEO of Base44, shares his journey building a high-impact AI platform from the ground up and selling it for $80 million in just over a year. The discussion dives into the transformative forces reshaping software development, particularly how emerging paradigms like 'vibe coding' are challenging long-standing SaaS models.

05:02

AI-powered Vibe Coding will become the largest category in software

18:38

Base44 enables users to customize software without seeing code.

27:34

A better, cheaper model dominating for six months could collapse Anthropic's revenue quickly.

28:03

Using a proxy to route simple prompts to cheaper open-source models can improve margins.

44:43

Businesses relying only on LLM prompts lack a defensible moat.

52:32

Either Lovable or Replit is overvalued, or Wix is undervalued — the speaker believes Wix is undervalued.

56:02

Focus on your business and product, not competitors or margins

57:00

The talent war in Silicon Valley is tough, and it's suitable for those aiming to get funded and burn cash.

58:00

Start with a throw-away first version and embrace easy reversion when using AI tools.

1:01:07

Money’s value lies in saving time, helping others, and funding future projects

Chapters

Selling a startup built for fun

00:00

How Vibe Coding is Going to Kill Salesforce and SaaS

05:00

Do Vibe Coding platforms have any defensibility?

13:00

I am not worried about Replit and Lovable, I am worried about Google…

22:00

Margins do not matter, the price of the models will go to zero

28:00

Speed to copy has never been lower; has the technical moat been eroded?

31:00

How does Base44 beat Cursor?

47:00

Do not pay attention to competition: focus on your business

56:00

How Base44 is helped, not hurt by not being in Silicon Valley?

57:00

What percent of code will be written by AI in 12 months?

58:00

OpenAI or Anthropic: Why Maor is Long Anthropic?

1:01:00

If I could have any board member in the world it would be Jack Dorsey

1:03:00

Transcript

Maor Shlomo: From all things in the industry, I think the margins are the least thing that I'm worried about. We're taking into consideration that the prices of model will go down towards zero. Me personally, I don't believe we'll hit a speed bump. I don't...