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SNAP CEO Evan Spiegel says vibe coding is causing a big shift in the way companies allocate their budgets: "Before, so many resources were dedicated to engineering. Now I think people are going to be much more focused on marketing on distribution."

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.carried_no_interest says the rumors that enterprise customers are no longer signing up for 3-year contracts — combined with "adjacency in the market map" — is way more of a threat to software private equity than vibe coding: "The entire basis of software PE being one of the best private market categories was that you had enterprise customers with 3-year contracts." "If every other enterprise customer says, 'AI is just so amazing now, and we don't know where we're going to be, and what it's going to look like, so we're only doing 1-year deals,' that has much bigger implications than someone vibecoding a Notion clone on a Sunday. That's a big deal." "And I think the reason they're doing that — and this is the bigger threat to a lot of these companies — is the adjacency in the market map." "If you look like Rippling, and you have a very talented group of people like their employees, they can attack so many parts of the HR platform space now that they simply couldn't 3 years ago." "That's a lot scarier than vibe coding, than somebody just whipping up [a clone] and going out with a bunch of cold emails. It's the adjacency threats in the market map. Because now, who's Rippling going to go after?"
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.carried_no_interest says the rumors that enterprise customers are no longer signing up for 3-year contracts — combined with "adjacency in the market map" — is way more of a threat to software private equity than vibe coding: "The entire basis of software PE being one of the best private market categories was that you had enterprise customers with 3-year contracts." "If every other enterprise customer says, 'AI is just so amazing now, and we don't know where we're going to be, and what it's going to look like, so we're only doing 1-year deals,' that has much bigger implications than someone vibecoding a Notion clone on a Sunday. That's a big deal." "And I think the reason they're doing that — and this is the bigger threat to a lot of these companies — is the adjacency in the market map." "If you look like Rippling, and you have a very talented group of people like their employees, they can attack so many parts of the HR platform space now that they simply couldn't 3 years ago." "That's a lot scarier than vibe coding, than somebody just whipping up [a clone] and going out with a bunch of cold emails. It's the adjacency threats in the market map. Because now, who's Rippling going to go after?"

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"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder david chang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less."

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