The SaaS CFO: Vibe Coding + AI Agents = Double Compression Vector Attacking SaaS Simultaneously

The SaaS CFO·medium signal

The SaaS CFO identifies that the SaaSpocalypse is driven by two simultaneous vectors for the first time: AI agents replacing software tools (reducing what companies need to buy) AND vibe coding enabling custom builds (replacing what they used to buy). Previously, SaaS faced only one threat at a time. Monday.com's $1M ARR in 2.5 months with its vibe coding layer is cited as the tactical response: incumbents adding vibe coding to lock in the workflow builder before a third-party replaces them.