Comment by korenmiklos

Author here. We have the productvity-increasing effect of AI coding agents in the model (you're right, we're using "vibe coding" as a catch-all here). Our claim is that rewards to OSS developers (visibility and recognition in the dev community, future sponsorships, upsells to business users etc) fall faster than productivity increases. OSS devs lose the incentives to create software for others and respond to their needs.