Is AI ‘vibe coding’ too good to be true? Opinion AI means companies can now 'vibe code' their own software products on the cheap – but they may soon discover the risks, writes Paul Armstrong.
Why network effects, taste, and rails are the new software moats Opinion In an era of AI coding agents, the true moats for companies now lie in four key areas: deterministic rails for critical systems, non-replicable network effects, genuine taste and strong branding, and core software infrastructure that is too integral to replace, says Lewis Liu I sit on advisory committees for several investment firms, and over [...]
The problem with AI ‘vibe coding’ Opinion AI has empowered anyone to code, but, as with many technical matters, not actually understanding the fundamentals comes with risks.