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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?

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Manage episode 520934198 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

AGENDA:

00:05 – 00:10: How Vibe Coding is Going to Kill Salesforce and SaaS

00:13 – 00:15: Do Vibe Coding platforms have any defensibility?

00:22 – 00:24: I am not worried about Replit and Lovable, I am worried about Google…

00:28 – 00:29: Margins do not matter, the price of the models will go to zero

00:31 – 00:32: Speed to copy has never been lower; has the technical moat been eroded?

00:47 – 00:48: How does Base44 beat Cursor?

00:56 – 00:57: Do not pay attention to competition: focus on your business

00:57 – 00:58: How Base44 is helped, not hurt by not being in Silicon Valley?

00:58 – 00:59: What percent of code will be written by AI in 12 months?

01:01 – 01:02: OpenAI or Anthropic: Why Maor is Long Anthropic?

01:03 – 01:04: If I could have any board member in the world it would be Jack Dorsey

  continue reading

1388 episodes

Artwork
iconShare
 
Manage episode 520934198 series 73567
Content provided by The Twenty Minute VC and Harry Stebbings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Twenty Minute VC and Harry Stebbings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

AGENDA:

00:05 – 00:10: How Vibe Coding is Going to Kill Salesforce and SaaS

00:13 – 00:15: Do Vibe Coding platforms have any defensibility?

00:22 – 00:24: I am not worried about Replit and Lovable, I am worried about Google…

00:28 – 00:29: Margins do not matter, the price of the models will go to zero

00:31 – 00:32: Speed to copy has never been lower; has the technical moat been eroded?

00:47 – 00:48: How does Base44 beat Cursor?

00:56 – 00:57: Do not pay attention to competition: focus on your business

00:57 – 00:58: How Base44 is helped, not hurt by not being in Silicon Valley?

00:58 – 00:59: What percent of code will be written by AI in 12 months?

01:01 – 01:02: OpenAI or Anthropic: Why Maor is Long Anthropic?

01:03 – 01:04: If I could have any board member in the world it would be Jack Dorsey

  continue reading

1388 episodes

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