Maor Shlomo, founder of Base44, discusses which foundation model provider poses the biggest threat to independent AI app builders if one provider dominates.
“Google. By far. They have the compute. They're moving very fast. If Gemini at some point wins the race, like literally wins the race then they have the entire stack. Including like Google Cloud and whatever, whatever they need and they have the data and whatever and integrations and then Google's suite and so on to build an incredible empire.”
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More from Maor Shlomo
PredictionNot checkable as stated
Shlomo: Vibe coding will become software's largest category, swallowing traditional SaaS
“I felt like in my eyes, this is going to be the largest category in, in software industry. Cause a lot of like existing categories that we're familiar with. And CRM and support systems and task management and project management and stuff like that are going to…”
Maor ShlomoNov 24, 2025▶ 5:21Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
PredictionNot checkable as stated
Shlomo: Building custom CRMs via AI will soon beat buying Salesforce licenses
“And there would be a time, it might be in a few months, might be in a few years, where it will be easier to build your own Salesforce type of CRM than to actually buy a license to something off the shelf.”
Maor ShlomoNov 24, 2025▶ 5:39Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
PredictionNot checkable as stated
Shlomo: SaaS companies requiring implementers will not survive the decade
“I think every software company that needs implementers, right, there's like a Salesforce implementer or whatever maybe in a decade from now is not going to make it.”
Maor ShlomoNov 24, 2025▶ 7:44Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Opinion
Shlomo: AI software building is not a winner-take-all market
“Software building as a category is gonna grow insanely fast. I think our notion from the previous age of venture capital where a winner takes it all is wrong. And I think this category is going to be so big that everybody will take a niche at some point.”
Maor ShlomoNov 24, 2025▶ 55:30Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Opinion
Shlomo: Anthropic has better models and growth trajectory than OpenAI
“Moving faster. They correct something in coding. They're very focused on delivering value to B to B customers of, they don't have the first mover advantage, but I think they have better models. And when they look at their trajectory they're better positioned f…”
Maor ShlomoNov 24, 2025▶ 1:11:50Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Insight
Shlomo: AI enables tiny teams to create immense value with fewer people
“If one person team can get sold for eighty million dollars without people, it means that you'll be able to do a lot more stuff with less people.”
Maor ShlomoNov 24, 2025▶ 0:33Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
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