The 'SaaS is dead' narrative driven by vibe coding overstates the threat to enterprise software. While AI can generate code, it cannot replicate the operational complexity, physical infrastructure, data gravity, regulatory compliance, and network effects that underpin resilient SaaS platforms. A five-layer moat framework

11m read timeFrom itrevolution.com
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The Lesson of Strategic Overreach: CEO AccountabilityThe Hierarchy of Moats: Stratifying Vulnerability in the AI EraVertical Fortresses: The Moats of Authority and ComplexityConclusion: Buying the Commodity to Build the Difference

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