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![optionsly Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1316591974242086912.png) ConsumerTechBets [@optionsly](/creator/twitter/optionsly) on x 1978 followers
Created: 2025-07-20 18:47:41 UTC

re: AI & SaaS: the era of raiders.

Vibe coded apps are a meme. 
But moats like "switching cost" are weaker than ever. 

AI makes it easy to port data, code, integrations off legacy systems.

not just techically easier. There's so much corporate appetite to try something new.

Some SaaS cos will see NRR implode.

but this isn't a headwind. Its easier than ever for the best companies and products to thrive. 

When moats erode; castles will fall but the raiders will feast.


XXXXX engagements

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**Related Topics**
[cos](/topic/cos)
[coded](/topic/coded)
[vibe](/topic/vibe)
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[Post Link](https://x.com/optionsly/status/1947005508294189259)