Keep pulling the thread on Maor Shlomo.
The company Base 44 was acquired by Wix for $80 million.
Post-acquisition, Base44's revenue has grown to over $100 million.
Mayol predicts that it will eventually be easier for a company to build its own custom CRM with AI tools than to buy a license for an off-the-shelf product like Salesforce.
Mayol predicts that software companies that require specialized implementers, such as Salesforce, may not be viable businesses within a decade.
Mayol believes that if a single AI model provider achieves dominant market share, its next logical step would be to enter and conquer the "vibe coding" market.
Mayol identifies Google as the company most likely to dominate the AI model market and subsequently the "vibe coding" market due to its compute resources and integrated stack.
The LLM provider market has extremely low switching costs, allowing customers to change providers with a single line of code, unlike the high-friction cloud infrastructure market.
For AI application companies, the cost of AI models represents approximately 90-99% of their total spend.
Cursor's strategy involves achieving massive distribution with third-party models and then launching its own efficient model, Composer, to drastically improve margins overnight.
Mayol predicts that within two years, 95-100% of new code at major tech companies will be written with AI assistance.
Mayol believes the competitive moat in the AI-native software development category is the underlying platform infrastructure, including integrations and compute, rather than the AI agent itself.
Base 44 strategically built its own vertically integrated backend rather than using third-party providers like Supabase and Neon, which it claims are used by the rest of the industry.