Comment by rvz

4 days ago

> The barrier to entry has effectively collapsed.

Google, Apple, Meta, X, Bluesky, Shopify, Stripe and all the big software companies must be really shaking in their boots for disruption against the army of vibe coders. /s

(They are actually laughing at all of them)

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rvz

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throw1235435  2 days ago

> They are laughing at them.

Yes but not for the reason you think - more that those are the future customers. If you look closely most are pivoting slowly away from software and shifting more to AI + hardware. The slow layoffs and pivoting that capital to infra shows this. All that "vibed" software needs to run somewhere. Also the models that generate and also power all that software need compute which comes from somewhere.

If I can:

- Have large margin compute since GPU's, power, data centre, etc setup is expensive AND

- Models that outperform models you can have at home.

- Vibed software that derives a lot of functionality from the AI compute and wants to be hosted on compute.

The big companies are pivoting away from software to being more infrastructure like for the democratized software that is projected to be made. They will be fine but in 10 years they will be more cloud hyperscalers, AI compute agents, etc than software businesses. Any software they write will be more to package up their compute as higher margin products.

None of this IMV gives any hope to current SWE's.

dolebirchwood  4 days ago

Why would any big software company need to care? There are so many small businesses with unique problems with no current off-the-shelf software solutions because they've always been too niche to justify the time and expense of bespoke development. Now that door is open. Big software companies can keep servicing big businesses and mass markets, while opportunities abound for anyone else willing to innovate on smaller problems. Not everything needs to be built to scale.

enos_feedler  4 days ago

What a random set of companies to choose. You'd probably need to think critically about each one of those when assessing the accuracy of your statements.

  • rvz  4 days ago

    > What a random set of companies to choose.

    All of the mentioned named companies have network effects, distribution and trust.

    Not quite easy to copy. Disposable LLM gen'd code without users is cheap, which is the point of the article.