The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit and Lovable | Why Long Anthropic, Not OpenAI?

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00

What investors should weigh in AI startups

Maor advises investors to prefer vertically integrated businesses with defensibility over pure prompt/tuning plays.

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