Omnipresent Vibe Coding - Implications
Market went from novel to semi-saturated in 5 months
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Vibe coding is about to become omnipresent. On Claude, now you can directly deploy your vibe coded artifacts as sharable apps. Airtable just redesigned their whole app to allow vibe coded spreadsheets.
In other words, apps are getting rewritten to become extensible and moldable through “chat”.
Why? Because vibe coding has become the new retention strategy. By letting users vibe code on their platform primitives, the apps get to keep their users. Thus, vibe coding has become one of the existential components of building platforms.
And as a result, the game is evolving. When it takes less time to write a blog post than to build an app, the economics of software get weird fast.
So in this post, I want to talk about the implications, and who wins and loses. For one, money will shift quickly from writing code to providing hosting for the code. The boundary between code and content also gets muddled.
Considering the term itself was coined 5 months ago, it’s a testament to how fast markets can saturate in the software 3.0 era.
In-app chatbots were cool for about a year before they were everywhere and uncool. Vibe coding features will also become tablestakes, but with a different trajectory than chatbots.