Big Companies Aren't Replacing Software With AI — Just Vibe-Coding
Large US corporations are using AI to build small custom apps, not to replace their core enterprise software vendors.
Major US corporations aren't ripping out their enterprise software stacks in favor of AI. Not even close. Instead, they're doing something more pragmatic — and arguably more interesting.
Tech leaders at large companies are embracing "vibe-coding" to whip up small, custom applications and tweaks in-house. Think lightweight internal tools and workflow customizations, not full-blown ERP replacements.
The other play? Leverage. Companies are using the AI hype cycle as a bargaining chip, pressuring existing software vendors for better deals. If AI can theoretically replace your product, your renewal negotiation just got a lot more interesting.
The takeaway is clear: AI's impact on enterprise software is real but surgical. Core business platforms remain entrenched. The disruption is happening at the edges — small apps, customizations, and the negotiating table. Enterprise software vendors should be nervous, but not panicking. Yet.