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?

The Twenty Minute VC (20VC)

•November 24, 2025•1h 11m

The Twenty Minute VC (20VC)•Nov 24, 2025

AI Summary

Maor Shlomo, founder of Base44, argues that AI‑driven "vibe coding" platforms will disrupt traditional SaaS and CRM tools like Salesforce by offering faster, low‑code development with superior user experience. He challenges the notion that these platforms lack defensibility or margins, citing Base44’s rapid growth to $80M acquisition and projected $50M ARR. Shlomo also warns that the biggest competitive threat comes from Google’s AI ecosystem rather than newer entrants like Replit, and he predicts longer‑term dominance for Anthropic over OpenAI in the foundational model space.

Why It Matters

If Vibe Coding delivers on its promise, enterprises could replace costly SaaS stacks with AI‑driven, customizable solutions, reshaping software spend and vendor dynamics. Investors and founders must reassess competitive threats from both cloud giants and emerging AI platform players.

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

Show Notes

Info

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman.

If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.

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