I don't think the 2nd point will make a huge impact on software sales. Who is vibe coding? Software developers or business types? They aren't going to vibe code a CRM, or their own bespoke version of Excel, or their own Datadog APM.
Maybe they will vibe code small scripts, but nobody was really paying for software to do that in the first place. Saas-pocalypse is just people vibe investing, not really understanding the value proposition of saas in the first place (no maintenance, no deployments, SLAs, no database backups, etc).
Perfect example of what you’re talking about: today a coworker of mine showed off a vibecoded data viewer app that lets him view our analytics in a way that works well for his job, using our analytics platform’s API. A nice little personal productivity boost for him, but not something that will ever replace the analytics platform itself.
Maybe they will vibe code small scripts, but nobody was really paying for software to do that in the first place. Saas-pocalypse is just people vibe investing, not really understanding the value proposition of saas in the first place (no maintenance, no deployments, SLAs, no database backups, etc).