Landbase: Vibe Coding Is the Second Blade — Custom Apps Now Eliminating the SaaS Product Itself, Not Just the Seat

Landbase·medium signal

Landbase's analysis argues vibe coding completes the seat-pricing kill: first AI agents eliminated per-seat human licenses, now vibe-coded custom apps eliminate the need for the SaaS product entirely. Teams are building custom CRMs, ERPs, and analytics dashboards with Lovable and Cursor instead of buying subscriptions; Monday.com's internal vibe-built app reaching $1M ARR in 2.5 months is cited as the tipping point example. The architectural implication: the distribution layer (app stores, marketplaces) is losing to the generation layer (AI dev tools).