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?
Episode Description
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