I don't know why a bunch of band of vibe coders don't band together to vibe code free AI-powered alternatives to SaaS incumbents like Figma ($20B), Adobe ($16B ARR), DocuSign ($2.5B ARR) etc.
This gotta be the most obvious $100M+/year startup idea of our time.
So, legacy SaaS companies are sitting ducks. Their products were designed in a pre-AI world, with pre-AI economics. They have massive teams, expensive infrastructure, and shareholders demanding consistent growth.
And more people than ever want to use these products, but they don't want to pay another monthly subscription.
Meanwhile, a small team of vibe coders could band together tomorrow and build 90%+ of the functionality in weeks, not years and offer it for FREE to 99% of users. Thanks to tools like Replit, V0, Cursor, Bolt, Lovable etc and all these open-source models.
And instead of charging monthly, you give it out for free, and charge power users per outcome. And you can layer on premium service to cash flow (I can talk about that on another tweet on what I'd do)
What's holding people back? Is it the fear of taking on giants? The allure of building something "new" instead of "better"? Or people just like building on their own so they don't want to band together?
I think the avg customer prefers a one-stop shop for all these free new AI saas powered tools.
You don't need to raise VC if you don't want to.
Every time I open one of these legacy products and see the same old interfaces with the same old limitations, I can't help but think we're at the beginning of a massive wealth transfer from incumbents to the teams bold enough to rebuild them from scratch.
I'm not saying these incumbents are going to die btw. But I do think there's an opportunity (yeah a really big one) to peel off some of their sweet saas revenue and monetize it differently. Make it free for most.
Nothing people hate more than a monthly subscription.
Happy building.
