Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS
Maor Shlomo, who sold Base44 to Wix for $80M in 8 months, argues vibe coding will eliminate most SaaS categories within a decade.
- Base44 built a proprietary backend (database, auth, integrations) instead of using Supabase — Maor calls this their primary moat and hardest-to-replicate bet.
- Maor predicts software categories like CRM and project management will be replaced by custom vibe-coded apps; smaller SaaS players without moats will be eliminated.
- Google is Maor’s biggest competitive fear — they have compute, full stack, data, and Gemini; a dominant model win would let them conquer the vibe coding market overnight.
- Base44 switches LLM providers (Claude, GPT-5, Gemini) across workloads in seconds based on performance; Maor calls this fundamentally unlike cloud switching and a threat to any single model provider’s revenue.
- Cursor strategy: Base44 targets non-technical users who never want to see code; Maor believes the share of software buildable without code will keep expanding into Cursor’s territory.
- Maor would invest in Cognition over Cursor at $12B vs $29.3B — he rejects winner-take-all framing and sees more growth runway at Cognition.
- Maor prefers Anthropic over OpenAI at any valuation — cites faster iteration, B2B focus, and better model trajectory.
- Base44 measures agent success by real-time sentiment analysis of user chat messages, not just app deployment rates.
2025-11-24 · Watch on YouTube
