All Vibe, No Code

Exploring how AI development tools are reshaping software economics, defensibility, and the balance of power between vendors and buyers.

The first thing you realise after building using AI… is that any of the hundreds of millions of people using AI can build the exact same thing.

Beyond the Hype: How On-Demand Code Generation Is Reshaping Software Defensibility and Value Creation

A world of virtually unlimited on demand code changes the nature of value creation in the software industry.