YES-CODE is here. So where's the SaaS moat in 2026?
I was up late scrolling X when Guillermo Rauch, the CEO of Vercel, dropped a short thread. No hedging. No build-up. Just a one-word verdict. YES-CODE. An entire category of software, “no-code”, was built under the presumption that code is expensive, difficult, and scarce. Coding agents have forever changed the equation. Code is now cheap, easy, and abundant. [1] Within 24 hours, the same conclusion came back from three people who don’t usually agree on anything. ...