On Vibe Coding

Vibe Coding represents a paradigm shift where AI agents enable individuals to build custom, high-functioning software using natural language, effectively removing the high activation energy previously required for programming. By connecting directly to Unix shells and file systems, these agents allow creators to prototype and deploy niche applications rapidly without technical compromises. This evolution renders pure software development increasingly uninvestable, forcing venture capital to pivot toward hardware and proprietary AI models. Furthermore, the rise of agentic, conversational interfaces threatens Apple’s ecosystem dominance, as users transition from navigating static app menus to interacting directly with intelligent models. While agents excel at rapid execution, they still require human guidance for architectural integrity and strategic vision, as they remain prone to groupthink and superficial patching. Ultimately, this technology democratizes software creation, empowering individuals to build scalable, personalized tools that were once the domain of large engineering teams.