vibe coding

15 statements across 14 episodes · 8 bullish · 5 bearish · 12 people on the record · first statement Aug 28, 2025 by Rory O'Driscoll · across every show →

Everything said about vibe coding, oldest first

Aug 28, 2025 bearish
Prediction Not checkable as stated
Rory O'Driscoll: Sophisticated apps won't be built via vibe coding
“No one's going to build a big, sophisticated app vibe coding.”
Rory O'Driscoll Aug 28, 2025 ▶ 18:44 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
Oct 13, 2025 bullish
Prediction Not checkable as stated
Cannon-Brookes: AI will lead enterprises to build significantly more disposable apps
“It'll probably mean our customers make, I think, far more apps, or more apps per customer than they ever did beforehand. But a lot of them, maybe they throw them away, right?”
Mike Cannon-Brookes Oct 13, 2025 ▶ 31:20 Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
Oct 23, 2025 bearish
Prediction Not checkable as stated
Calacanis: AI vibe coding renders classic early-stage VC software evaluation obsolete
“If in six months, all this stuff can be vibed by anybody, right? Like then how the hell can we tell those early stage investors? We can still judge founders. Don't get me wrong. Right. But when a 19 year old founder walks into 20 VC and the product is really, …”
Jason Lemkin Oct 23, 2025 ▶ 1:22:13 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
Nov 24, 2025 bullish
Prediction Not checkable as stated
Shlomo: Existing SaaS tools will integrate built-in vibe coding customization
“I can see a future where a lot of the existing SaaS tools and SaaS products have a built-in vibe coding customizes the software to your needs capability.”
Maor Shlomo Nov 24, 2025 ▶ 18:45 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Dec 4, 2025 positive
Insight
O'Driscoll: Invest in Front-End Apps Over Infrastructure in Risky Categories
“I'll say Lovable. And I'll tell you why. I think Superbase is benefiting by the trend of vibe coding. And Lovable is a bet fundamentally. It's in the front end monetizing on vibe coding. One of two things happens. Either vibe coding is a category or it's not. …”
Rory O'Driscoll Dec 4, 2025 ▶ 1:08:32 Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Dec 12, 2025 negative
Insight
Custom internal AI tools require real engineers, not vibe coding
“The challenge is that actually giving a custom system like the one I've described, access to your data, it's not easy. So you can't be somebody that's vibe coding something. You need an actual engineer and a buy-in from your engineering, security, IT teams, an…”
Raz Herzberg Dec 12, 2025 ▶ 1:12:15 20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
Jan 16, 2026 bullish
Prediction Not checkable as stated
Lovinsky: Democratized software creation is an enduring shift, not hype
“I think the idea that everyone can build is not a moment in time hype cycle.”
Noam Lovinsky Jan 16, 2026 ▶ 17:22 20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
Feb 7, 2026 positive
Assertion Partly supported
Cohen: Navan's co-founder vibe-coded their expense product in six hours
“I gave the team a challenge, and actually Ilan, my co-founder, obviously took it first and did it over the weekend to vibe code our expense product. And it took him six hours to do that.”
Ariel Cohen Feb 7, 2026 ▶ 29:49 20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
Feb 9, 2026 bullish
Opinion
Acharya: Airbnb's network effect remains defensible against AI vibe coding
“Something like an Airbnb, you know, you can have all the vibe coding in the world. Like, their network effect is incredibly powerful.”
Anish Acharya Feb 9, 2026 ▶ 22:04 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Mar 2, 2026 negative
Prediction Not checkable as stated
Zinman: Vibe coding will not disrupt software companies
“So I think at the end of the day, vibe coding is amazing technology, but I don't think it's going to disrupt software companies.”
Eran Zinman Mar 2, 2026 ▶ 7:32 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Mar 5, 2026 neutral
Opinion
Lemkin: Vibe coding is only a minor threat to software companies
“I think vibe coding is one of those minor threats to software companies in our lifetimes, and I vibe code constantly. It's a minor threat.”
Jason Lemkin Mar 5, 2026 ▶ 37:14 Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
Apr 25, 2026 neutral
Insight
Masad: AI vibe coding will mirror JavaScript by capturing low-risk software domains
“JavaScript is the original sort of vibe language, because JavaScript didn't have types. You could like run into errors. But the reason why we adopted JavaScript is because web software was not going to kill anyone. Your Gmail, if someone pushes a bug to Gmail,…”
Amjad Masad Apr 25, 2026 ▶ 31:59 Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
Jun 6, 2026 bullish
Prediction Not checkable as stated
Lauritzen: Internal vibe coding will become the future for enterprise software
“It will be the future. I don't know when, but it will be the future.”
Jacob Lauritzen Jun 6, 2026 ▶ 19:13 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Jun 6, 2026 negative
Insight
Lauritsen: Vibe coding clones hit 90% easily, but enterprise edge cases are hard
“It's very quick to get to the 90% where it looks the same, and in, like, 80% of the cases it works similarly. It's the other 90% that are difficult. You know, it's like ensuring all the edge cases work, and all the unhappy paths, and all the audit locking, and…”
Jacob Lauritzen Jun 6, 2026 ▶ 16:56 Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
Jul 13, 2026 bullish
Insight
Abrahami: Salesforce's Moat Against AI Is Institutional Data Trust
“Salesforce, what is the biggest value Salesforce provide? It's not the CRM. It's the fact that you trust a SaaS providers with your data, right? You have huge banks, huge companies that actually allow Salesforce to hold all of the customer data because they tr…”
Avishai Abrahami Jul 13, 2026 ▶ 7:18 Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
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