[ogou]

This about pitching, not about building. What you can put in a vibe coded demo and a slide deck versus what functions in production a year later are very different. "Three Stanford kids in a trenchcoat" will always be able to get some kind of funding. That's less about technology and business principles and more about the legacy of P. T. Barnum.

[jt2190]

Forget about AI and vibe coding and consider that those three Stanford grads might genuinely have found a way to deliver a significantly better product that will put your product out of business. The challenge then is this: How much of your yearly spend should you dedicate to researching these potential improvements yourself? Should you try to be an “early adopter” or a “late mover”?