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PaperclipPerfector  18hr ago (text post)   2929 thread views

Culture War Roundup for the week of April 6, 2026

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The code coming back might be ugly, buggy, insecure, and probably completely impossible to scale.

But if it works, how much does the 'average' user care?

In my experience the average user starts to care right around the same time that heir credit card number and mother's maiden name end up for sale to the highest bidder.

No one is going to vibe code their own SAAS to replace Salesforce et al

Salesforce and other huge boys with giant moats will enjoy higher labor efficiency. May experience serious pain due to higher competition > margin pressure but hard to predict.

Mid-cap software will knife fight each other over margins as competitors grow like weeds.

Small-cap/VC/PE idek lol, really excited to watch this space.

I'm super curious to see what happens when a given VC can invest in 5x as many startups per unit of $capital. I assume startups will scale faster. Do VCs stretch themselves thin with more companies in a portfolio? Do funds get bigger or smaller? Are there more or less actual VCs? Is it easier or harder to get a VC fund going?

That last bit is the most interesting part to me.

Right now, my understanding is that VC is extremely hard to get because a handful of AI darlings have sucked all the air out of the room. If they IPO soon, VCs should theoretically have freed up capital to deploy as the OpenAIs/Anthropics of the world start to show a return.

If I believe the argument, then it should result in a much larger number of smaller investments, since labor is ostensibly the biggest cost of software startups and that cost should plummet.

I don't think the normies are THAT far along that they'd trust it with their financial information.

But not too far out, either.

They might trust a Vibe-coded website, though.

As I understand it any website taking customers' financial information will usually use a third party's software rather than roll their own.

If Paypal et al. are vibe coding without regard to security we are in for some pain.

Block is vibe coding now

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