I disagree, it's the opposite. Low code / no code is valuable because you're deferring responsibility to a system that is developed and maintained by experts. A task running once a day on Zapier is orders of magnitude better for a business than the same task being built by someone on the marketing team with vibe coding. Low code / no code platforms have a very bright future, because they can leverage LLMs to help people create tasks with ease that are also reliable.

LLM-enabled Zapier or Make or n8n is the future, not everyone churning out Claude-written NextJS app after NextJS app.

Yeah, I don't disagree with you at all. I almost wrote a longer and more nuanced comment to begin with. For one, low-code and no-code are actually two different very things.

There are many use cases for low-code. The two major ones I've dealt with are MVPs where tools like Bubble are used, and the other is creating corporate internal tools, where MS Power Platform is common.

Corporate IT departments are allergic to custom web apps, and have a much easier time getting a Power Platform project approved due to its easily understood security implications. That low-code use case is certainly going to be the last thing a tool like Windsurf conquers.

However, even without that use case, in an AI-heavy investment environment, $3B doesn't seem all that bad to me. However, I have zero experience with M&A.