GamePass has awful choices of game, save or one two. Nobody wants to pay $35 a month for games (that sporadically disappear) which can be purchased outright at full retail price for $70.
The impetus for the blockade on the Strait goes away when the US pulls out. Even the UAE said as much as which is why they are currently trying to pass a UN Security Council Resolution stating as much and get the RoW to show enough teeth to get Iran to back down.
To your point, I think there are 3 main categories:
1. Too big to fail (SalesForce, ServiceNow, ServiceTitan, Shopify). They’re targeting megacorps’ core business operations. Switching costs are too high. They will survive,
2. B2B non-core (PagerDuty, Vanta, Monday, Atlassian). They’re going to have stiff competition and most here will fail or merge/consolidate. They have the most to lose because they’re non-core to a business’s success and pricing pressures will cause many of them will be easily vibecoded with enough time. The large TAM here will attract hundreds of competitors each.
3. Consumer SaaS (Notion, Canva, Grammarly, Dribbble). They're good as dead and can be buried.
The real story isn't that some enterprise mega corp is going to vibe-code their own Workday.
The real story is that SOME startups made up of one person (or small number of engineers) will do it, and create pricing pressures against Workday, or DocuSign, or other B2B SaaS.
I think WebAssembly could become that sandboxed solution. .NET Blazor WASM is moving away from mono to CoreCLR (just like Unity, with an early preview in late 2026). WASM now has really good SIMD support, native GC, large memory support, and with WebGPU we could finally see some native WASM games running at native speeds.
Simply not true, this info is outdated by a decade.
CoreCLR NativeAOT is already shipping real games on Nintendo, PS5, and Xbox.
JIT isn't allowed on iPhones either, and this is what NativeAOT solves. Also, .NET is moving WASM support to CoreCLR (rather than mono) in an upcoming version as well.
Oh wait...