This is pretty interesting.
Lately, there’s been a buzzword floating around Silicon Valley called “Vibe Coding,” claiming it can turn non-technical folks into programmers in seconds. And guess what? Five startups in this space have already raised billions, with even hardcore tech companies like SpaceX jumping into partnerships.

Honestly, I had a good laugh when I first saw the news.
Isn’t this just the old “everyone can code” slogan dressed up in AI clothing? But on second thought, this time it might actually be different.

Why is capital going wild?
In short, three things:

  1. Now, to build an app, you just talk to the AI in plain English—no coding required.
  2. People who can’t even write Excel formulas can whip up a functional website in three days.
  3. Big tech suddenly realized this could eat into the traditional software development market.

The poster child here is companies like Cursor. Their AI coding assistant supposedly understands your rambling requirements and spits out code directly. Now they’re racing toward unicorn status.

But is this for real?
A VC friend of mine put it bluntly: “Investing in this right now is like betting on red or black at a casino.”
The upsides are obvious:

  • Small companies can slash 90% of development costs.
  • Product iteration speeds go through the roof.
  • Developers might finally stop drowning in endless change requests (maybe).

But the pitfalls are plenty:

  1. Auto-generated code is like Lego bricks—it’ll fall apart under real pressure.
  2. The demos look slick, but enterprise-level applications will expose the flaws.
  3. Most critically: Who takes the blame when bugs inevitably show up?

The industry reaction is even wilder
Legacy tech companies are split into two camps:

  • Microsoft and Google are on a buying spree for related teams.
  • Companies like Oracle are still issuing statements like “professional development is irreplaceable.”

To me, this feels like Kodak insisting “real photography requires film” when digital cameras first emerged.

Let’s get practical

  1. Non-technical folks shouldn’t celebrate just yet—AI coding tools are currently glorified calculators at best.
  2. Developers needn’t panic; their roles might just evolve into “AI code quality inspectors.”
  3. The real winners? Probably the training programs teaching people how to use these tools


Oh, and word is some domestic teams are already cloning this model.
If you’re thinking of jumping in, better hurry—once BAT joins the fray, it’ll be the same old cash-burning showdown all over again.

(End)