A16z partner says that the theory that we'll vibe code everything is 'flat wrong'

""You have this innovation bazooka with these models. Why would you point it at rebuilding payroll or ERP or CRM,""

""Of course, there will be secular losers. There are specific business models that are now going to be disadvantaged," he said. "But the general story that we're going to vibe code everything is flat wrong, and the whole market is oversold software.""

AI-assisted coding should not be applied to every business function because software typically represents only 8–12% of company expenses. Rebuilding payroll, ERP, or CRM with AI would yield limited savings—roughly around 10%—while introducing risks from overreliance on automated code generation. AI value is higher when directed at developing core products, optimizing major cost centers, or enhancing competitive advantage rather than replicating established enterprise software. Some business models will be disadvantaged by AI shifts, and recent market moves suggest software stocks were oversold following investor concern about new AI tools impacting clerical work.

Read at Business Insider