The financial market things are over my head and I don't have a dog in the game, but I think "Nobody is replacing salesforce with their internally vibe coded software" is just false? Both taken literally [0] [1] and as denying the general trend. Just in my company we already replaced WMS software subscription with own solution, and I wouldn't be able to write it fast enough and maintain it by myself without the use of Claude Code.
I'd say "Not perfectly or with every edge case handled, but well enough that the CIO reviewing a $500k annual renewal started asking the question “what if we just built this ourselves”" is an accurate description.
I didn't think something could be worse than everyone using Salesforce, but everyone using a different, constantly broken, incompatible SF clone that no one understands may be that.
What percentage of companies that use salesforce employ software developers? Many don’t even have IT workers.
It’s easy to assume the conditions in software companies are generalizable to everyone else but they’re really not. For the majority of companies, which have no software development expertise, it would be a catastrophe. Hiring someone to do it, and managing the initiative, would cost more than salesforce.
Agreed. If anything, it puts downward pressure on pricing. Even if the CIO still buys Salesforce or whatever other tool, they won't be willing to pay as much.
[0] https://lovable.dev/blog/how-a-startup-replaced-a-salesforce...
[1] https://seekingalpha.com/news/4144652-klarna-shuts-down-sale...