Reid Hoffman with a
20 minute interview on whether SaaS is over, now that everyone is able to vibe code. Reid is correctly bullish on enterprise software - the tech has to fit within a compliance framework which solo coded hackarounds are never going to pass.
Structural Jevon’s Paradox is a recent paper which adds more depth to this argument, that the cost of tokens will limit to scale of even the most capable vibe coded solutions, which will then be crushed by mature vendors doing the product as a feature in their next update.