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
Oct 13, 2025 bullish
Oct 23, 2025 bearish
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, …”
Nov 24, 2025 bullish
Dec 4, 2025 positive
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. …”
Dec 12, 2025 negative
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…”
Jan 16, 2026 bullish
Feb 7, 2026 positive
Feb 9, 2026 bullish
Mar 2, 2026 negative
Mar 5, 2026 neutral
Apr 25, 2026 neutral
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,…”
Jun 6, 2026 bullish
Jun 6, 2026 negative
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…”
Jul 13, 2026 bullish
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…”