There were lots of proprietary database companies in the 70s-90s when they first came out (Oracle, IBM, Sybase, SQL Server), but these days open source databases are the default. Everyone's making so many wild predictions based off the current state of LLMs. We don't know how the market will unfold.

Even in regards to programming competency and the culture of vibecoding, it's similar to the early stages of electric cars where they fill some roles better than ICE engines, but it's still a decade away from doing the same job. And the whole time there was people trashing electric cars as a novelty/impractical/expensive/dangerous/etc because the infrastructure wasn't there yet and the technology was immature.

The only real moat pattern we see is datacenters being hotly in demand but even those will scale up and commoditize, RAM manufacturing will catch up etc.