{ "source_file": "0930", "source_platform": "Medium", "author": "Lak Lakshmanan", "title_listed": "Beyond Buy vs Build: A new choice in the world of enterprise software", "keywords": "企业软件,架构", "domain": "大模型算法", "content_type": "深度技术解析", "is_paid_flag": "部分免费/会员墙", "url": "https://medium.datadriveninvestor.com/beyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b", "publish_date": "2025-01", "corpus_stage": "预训练/SFT", "notes": "", "id": "78963f8bfb1c", "collected_at": "2026-10-02T00:39:37", "title": "Medium", "body_markdown": "[Sitemap](https://medium.datadriveninvestor.com/sitemap/sitemap.xml)\n[Open in app](https://play.google.com/store/apps/details?id=com.medium.reader&referrer=utm_source%3DmobileNavBar&source=---top_nav_layout_nav-------------------------------------------)\nSign up\n[Sign in](https://medium.com/m/signin?operation=login&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&source=post_page---top_nav_layout_nav-----------------------global_nav--------------------)\n[Medium Logo](https://medium.com/?source=---top_nav_layout_nav-------------------------------------------)\nGet app\n[Write](https://medium.com/m/signin?operation=register&redirect=https%3A%2F%2Fmedium.com%2Fnew-story&source=---top_nav_layout_nav-----------------------new_post_topnav--------------------)\n[Search](https://medium.com/search?source=---top_nav_layout_nav-------------------------------------------)\nSign up\n[Sign in](https://medium.com/m/signin?operation=login&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&source=post_page---top_nav_layout_nav-----------------------global_nav--------------------)\n![Unknown user](https://miro.medium.com/v2/resize:fill:64:64/1*dmbNkD5D-u45r44go_cf0g.png)\n## [DataDrivenInvestor](https://medium.datadriveninvestor.com/?source=post_page---publication_nav-32881626c9c9-5a6c03a58f5b-----------------------------------------)\n·\n 1. [Three unappealing choices](https://medium.datadriveninvestor.com/?source=post_page-----5a6c03a58f5b-----------------------------------------#a865 \"Three unappealing choices\")\n 2. [Vibe Coding is not the answer](https://medium.datadriveninvestor.com/?source=post_page-----5a6c03a58f5b-----------------------------------------#6620 \"Vibe Coding is not the answer\")\n 3. [The Fourth Path: Vertical AI](https://medium.datadriveninvestor.com/?source=post_page-----5a6c03a58f5b-----------------------------------------#d21d \"The Fourth Path: Vertical AI\")\n 4. [Why it works](https://medium.datadriveninvestor.com/?source=post_page-----5a6c03a58f5b-----------------------------------------#9df3 \"Why it works\")\n 5. [Summary](https://medium.datadriveninvestor.com/?source=post_page-----5a6c03a58f5b-----------------------------------------#e423 \"Summary\")\n\n\n[![DataDrivenInvestor](https://miro.medium.com/v2/resize:fill:76:76/1*2mBCfRUpdSYRuf9EKnhTDQ.png)](https://medium.datadriveninvestor.com/?source=post_page---post_publication_sidebar-32881626c9c9-5a6c03a58f5b-----------------------------------------)\nempowerment through data, knowledge, and expertise. Join DDI community at \n[Ai Coding](https://medium.com/tag/ai-coding?source=post_page---header_tags--5a6c03a58f5b-----------------------------------------)\n[Vertical Ai](https://medium.com/tag/vertical-ai?source=post_page---header_tags--5a6c03a58f5b-----------------------------------------)\n[SaaS](https://medium.com/tag/saas?source=post_page---header_tags--5a6c03a58f5b-----------------------------------------)\n# Beyond Buy vs Build: A new choice in the world of enterprise software\n[![Lak Lakshmanan](https://miro.medium.com/v2/resize:fill:64:64/2*TveVoapl-TEk-jBTrbis8w.jpeg)](https://lakshmanok.medium.com/?source=post_page---byline--5a6c03a58f5b-----------------------------------------)\n[Lak Lakshmanan](https://lakshmanok.medium.com/?source=post_page---byline--5a6c03a58f5b-----------------------------------------)\n4 min read\n·\nJan 25, 2026\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Fvote%2Fdatadriveninvestor%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&user=Lak+Lakshmanan&userId=247b0630b5d6&source=---header_actions--5a6c03a58f5b---------------------clap_footer--------------------)\n--\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Frepost%2Fp%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&user=Lak+Lakshmanan&userId=247b0630b5d6&source=---header_actions--5a6c03a58f5b---------------------repost_header--------------------)\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Fbookmark%2Fp%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&source=---header_actions--5a6c03a58f5b---------------------bookmark_footer--------------------)\n[Listen](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2Fplans%3Fdimension%3Dpost_audio_button%26postId%3D5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&source=---header_actions--5a6c03a58f5b---------------------post_audio_button--------------------)\nShare\nWe are entering an era where the marginal cost of software production is trending toward zero. How does this change the world of enterprise software?\nPress enter or click to view image in full size\nImage generated by author using Gemini Nanobanana\n### Three unappealing choices\nIf you’ve spent your career in operations or engineering, you’ve likely spent years oscillating between three imperfect choices. Every time a new business problem arises, the internal debate follows a predictable script.\nWe’ve all lived through it:\n * **Just do it in Excel:** It starts fast, but eventually, you’re managing a brittle “Shadow IT” ecosystem held together by luck and complex macros that only one person understands.\n * **Buy a SaaS product:** You get stability, but you’re forced to pave over your unique competitive advantages to fit into a “one-size-fits-all” workflow.\n * **Build it internally:** You get exactly what you want — two years late, over budget, and already burdened with technical debt before the first deployment.\n\n\nThese were the inevitable trade-offs of an era where software production was expensive and rigid. But as an engineer looking at the current landscape, I believe those trade-offs are becoming obsolete.\n### Vibe Coding is not the answer\nIf you’ve been following the technical discourse lately, you’ve likely heard the provocative claim that SaaS is dead. The argument usually goes like this: since LLMs can now write code, anyone can “vibe code” their own custom tools in an afternoon. Why pay for a seat-based subscription for a rigid CRM or ERP when you can just prompt an application into existence?\nI find this perspective dangerously incomplete because misses a critical reality: **Enterprises cannot run on vibes.**\nWhile a solo developer can build a personal task manager in a weekend, an enterprise requires more than just functional code. It requires:\n * **Auditability:** Who changed this data and why?\n * **Standardization:** Can this tool talk to our other systems without breaking?\n * **Security:** Is this code following SOC2 protocols?\n\n\nWhen everyone in a company builds their own “vibe-coded” micro-tools, you don’t get innovation — you get **Excel 2.0**. You get a fragmented, unmanaged, and un-auditable mess of “Shadow IT” that creates more problems than it solves.\n## Get Lak Lakshmanan’s stories in your inbox\nJoin Medium for free to get updates from this writer.\nSubscribe\nSubscribe\nRemember me for faster sign in\nInstead, SaaS is not dead, it’s getting _squeezed_.\n### The Fourth Path: Vertical AI\nIn the new reality where the marginal cost of software production is trending toward zero, a **Fourth Path** has emerged: partnering with AI-native Vertical AI startups to generate custom software.\nThe “Fourth Path” is not a middle ground; it is a fundamental shift in architecture. This model, pioneered by **Vertical AI startups (like ours),** leverages the fact that the cost of generating and maintaining code is dropping toward zero.\nThe architecture is built on two pillars:\n * **The Reusable Core:** AI-native startups utilize pre-built “primitives” — authentication, data ingestion, industry-specific ontology, and agentic reasoning layers — that provide the standardization and security of SaaS.\n * **The Bespoke Edge:** In most industries, the greatest value lies in the exceptions. Whether it’s private credit, insurance claims adjustment, or supply chain logistics, a “standard” product eventually fails because it cannot account for the nuance of your specific operations.\n\n\nThis isn’t about choosing between “off-the-shelf” or “bespoke.” It’s a hybrid approach that uses a **reusable core** to handle the heavy lifting (security, data ingestion, governance) while leveraging the dropping cost of software to architect a **bespoke edge** that fits your specific business logic.\nWe can provide the benefits of the traditional three choices without their inherent drawbacks:\n * Excel lacks governance? Vertical AI provides a standardized architecture that offers a single source of truth and enterprise-grade security\n * SaaS is rigid? Vertical AI provides the way to handle your long-tail edge cases instead of ignoring them.\n * Internal builds are costly, slow, and often fail? Vertical AI startups have the benefit of having done this before. We bring pre-build primitives so that you aren’t paying us to re-invent the wheel.\n\n\n### Why it works\nThe “old ways” were painful because they were static. Once a SaaS tool was shipped or an internal app was built, changing it was a monumental task. Much of the logic in AI-native software lives in agent skills that are defined in configuration files and many of the capabilities live in tool calls. Both these are easily adapted to new environments. Agents can also remember individual user preferences (memory) and learn over time based on implicit and explicit human feedback (fine-tuning).\nInstead of asking your team to change their workflows to satisfy a software vendor’s limitations, we believe the software should adapt to you. Because we can generate and maintain code with unprecedented efficiency, we can offer the intimacy of a custom-built tool with the deployment speed of a standard subscription.\nThis isn’t just a marginal improvement; it’s a fundamental shift in how we solve problems. We don’t want to sell you a tool that you have to work around. We want to help you build the last version of the solution you’ll ever need.\n### Summary\nThe argument that SaaS is dead because people can prompt an application into existence is dangerously incomplete — enterprises cannot run on vibes. Instead, SaaS is being squeezed because Vertical AI startups (like ours) can utilize a reusable core and build a bespoke edge. GenAI gives us scale.\nInstead of asking your team to change their workflows to satisfy a software vendor’s limitations, we believe the software should adapt to you. Because we can generate and maintain code with unprecedented efficiency, we can offer the intimacy of a custom-built tool with the deployment speed of a standard subscription.\n[Ai Coding](https://medium.com/tag/ai-coding?source=post_page---footer_tags--5a6c03a58f5b-----------------------------------------)\n[Vertical Ai](https://medium.com/tag/vertical-ai?source=post_page---footer_tags--5a6c03a58f5b-----------------------------------------)\n[SaaS](https://medium.com/tag/saas?source=post_page---footer_tags--5a6c03a58f5b-----------------------------------------)\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Fvote%2Fdatadriveninvestor%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&user=Lak+Lakshmanan&userId=247b0630b5d6&source=---footer_actions--5a6c03a58f5b---------------------clap_footer--------------------)\n--\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Fvote%2Fdatadriveninvestor%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&user=Lak+Lakshmanan&userId=247b0630b5d6&source=---footer_actions--5a6c03a58f5b---------------------clap_footer--------------------)\n--\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Frepost%2Fp%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&user=Lak+Lakshmanan&userId=247b0630b5d6&source=---footer_actions--5a6c03a58f5b---------------------repost_footer--------------------)\n[](https://medium.com/m/signin?actionUrl=https%3A%2F%2Fmedium.com%2F_%2Fbookmark%2Fp%2F5a6c03a58f5b&operation=register&redirect=https%3A%2F%2Fmedium.datadriveninvestor.com%2Fbeyond-buy-vs-build-a-new-choice-in-the-world-of-enterprise-software-5a6c03a58f5b&source=---footer_actions--5a6c03a58f5b---------------------bookmark_footer--------------------)\n[![Lak Lakshmanan](https://miro.medium.com/v2/resize:fill:96:96/2*TveVoapl-TEk-jBTrbis8w.jpeg)](https://lakshmanok.medium.com/?source=post_page---post_author_info--5a6c03a58f5b-----------------------------------------)\n[![Lak Lakshmanan](https://miro.medium.com/v2/resize:fill:128:128/2*TveVoapl-TEk-jBTrbis8w.jpeg)](https://lakshmanok.medium.com/?source=post_page---post_author_info--5a6c03a58f5b-----------------------------------------)\n## [Written by Lak Lakshmanan](https://lakshmanok.medium.com/?source=post_page---post_author_info--5a6c03a58f5b-----------------------------------------)\n[11.3K followers](https://lakshmanok.medium.com/followers?source=post_page---post_author_info--5a6c03a58f5b-----------------------------------------)\n·[89 following](https://medium.com/@lakshmanok/following?source=post_page---post_author_info--5a6c03a58f5b-----------------------------------------)\nCo-founder and CTO of [Obin.ai](http://Obin.ai) -- we build deep domain agents for finance. 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