Jason Ware

analysts and investors on the street is that software is dead because of AI.

Nobody's going to suddenly say, I'm going to vibe code my way to a new office 365.

Like that's never going to happen.

We're not going to rip out our CRM.

Like you talk to CTOs, nobody's, nobody's having these conversations.

It's just these really like

you know, wonky areas on the street where people like, Oh, well, wow.

Anthropic is so cool.

And you know, cloud code and open claw and whatever claws you want to put in there.

Like, wow, you can just like vibe code a new like software stack.

Well, you can't actually do that because the reality is, is like all of the things that come with software, when you buy a software seat can't be replaced just because you can code faster.

And so I think that's been lost in the conversation around like,

you know, the software trade, but right now investors are shooting first and asking questions later.

And that probably continues for the short term, but at some point it'll bottom.

Anthropic as a company, as an enterprise, they're using these tools.

They themselves have not vibe coded Salesforce out of the stack or Microsoft out of their enterprise stack.

I think when they did the presentation of three or four weeks ago, they were using Slack.

It's like, okay, if Anthropic itself is not vibe coding new software, then I don't think the small business down the street is going to start doing that.

There's just no way.

Yeah, and I think that's fair.