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Comment on Bain tests software takeover targets by vibecoding AI replicas

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the ease of making a prototype is not at all related to the ease of productising/releasing/bringing to market and that, in turn, is not at all related to the ease of maintenence/maturization/scaling.

You didn't even want the same kind of guy or team doing each one before ai. Turns out, AI is great at prototyping, ok at productizing and terrible at maintenence and scaling

The point about prototyping and vibecoding in this manner is to wargame and think about workflows and whether or not they are defensible.

A product where the secret sauce is basically a distribution play is going to need a different strategy and demand a different valuation compared to a product where the platform itself is successfully monetizing on a workflow.

What would vibecoding reveal that analysis wouldn't though?

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