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Margins? BtcPayServer is an opensource project, not a SaaS. They earn nothing from their userbase.
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I'm not going to try vibe-coding my own personal OS, but I might try vibe-coding a little personalized accounting app.
But I sympathize with Dorier's point about needing to think about it: I'm sure along the way to vibing my little accounting app I'll have to relearn things that someone who has already spent six months working on an accounting app already includes in their app. It's possible that the wave of DIY every app will be short lived because most people won't be able to one-shot it and will get frustrated by the effort. Tapping on an app in the app store may still feel easier.
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The final few paragraphs makes sense. But it's going to eat into their margins. Some projects won't be able to survive as customers on the margin peel off to vibecode their own solutions. That's the threat faced by many solutions providers.
Ironically, the ones that tend to survive will be the ones where a high degree of interconnectivity is required, and where the size of the installed user-base is itself a reason to choose the product. Sadly, the age of AI is going to push the bigger-is-better trend in software to even greater stratospheres, IMO.