We are entering a brutal new phase of the AI era.

And it brings a hard truth for B2B software… that core platforms will survive. Point solutions are going to suffer.

I read two articles this week that perfectly illustrate this widening gap.

One from Stage 2 Capital questions whether B2B software will thrive or die. The other, a personal account from an engineer, reveals that your app subscription is now his weekend project.

The "Weekend Project" Threat

The second article tells the story of an engineer who got tired of paying $14/month for a dictation app and $15/month for Loom. So, he used AI to "vibe code" his own versions in a single afternoon.

They aren’t enterprise-grade products, but they do exactly what he needs.

I recently experienced this firsthand using Claude Code to build a tool on the fly to convert an audio file from one format to another. One-shot. Mission complete in less than 3 minutes.

This is the danger for point solutions.

If your product is just a utility — a simple workflow, a calculator, or a wrapper around a model — you are no longer competing with other vendors. You’re competing with your own customers' ability to build it themselves.

AI has lowered the barrier to entry for point solution software creation to near zero. If a feature can be replicated in a weekend by a non-coder using Cursor or Claude, it is not a business. It’s a feature.

Case in point: Anthropic recently built and shipped its new product, Claude Cowork, in only 10 days. 🤯

The Great Bifurcation

So, who survives? The core platforms.

CRM, ERP, and HCM systems are going nowhere. Why? Because they are still the System of Record.

You cannot "vibe code" a replacement for Salesforce or Workday in a weekend because the value isn't just the features, it’s the decades of entangled data, complex integrations, and industry-specific workflows.

The Only Moat Left is Data

If you are building a SaaS company today, "features" are no longer a defense.

To survive the coming purge of point solutions, you need a data moat.

You need proprietary data that is valuable enough for people to pay for — data that an LLM cannot hallucinate and a weekend developer cannot scrape.

The days of selling simple utility SaaS are ending.

If your value proposition is "we make this task slightly easier," you are vulnerable. You are a feature, not a business solution.

If your value proposition is "we own the data you can’t get anywhere else," you might have a chance.

Are you building a platform, or just a weekend project?

🤘

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