Can't say I agree with this article at all. This has not been my experience.
I don't quite know how to articulate this well, but there's something that I'd call a "complexity cliff" in the software business: if you want to compete in certain spaces, you need to build very complex software (even if the software, to the user, is easy to use). And while AI tools can assist you in the construction of this software, it cannot be "vibe coded" or copied whole-cloth - complexity, scale, and reliability requirements are far too great and your potential customer base will not tolerate you fumbling around.
You eventually reach a point where there are no blog posts or stackoverflow questions that walk you through step-by-step how to make this stuff happen. It's the kind of stuff that your company and maybe a few dozen others are trying to build - and of those few dozen, less than 10 are seeing actual success.
> there's something that I'd call a "complexity cliff" in the software business: if you want to compete in certain spaces, you need to build very complex software (even if the software, to the user, is easy to use)
I recognized something similar when I first started interviewing candidates.
I try to interview promising resumes even if they don't have the perfect experience match. Something that becomes obvious when doing this is that many developers have only operated on relatively simple projects. They would repeat things like "Everything is just a CRUD app" or not understand that going from Python or JavaScript to C++ for embedded systems was more complicated than learning different syntax for your if blocks and for loops.
The new variant of this is the software developer who has only worked on projects where getting to production is a matter of prompting an LLM continuously for a few months. Do this once and it feels like any problem can be solved the same way. These people are in for a shock when they stray from the common path and enter territory that isn't represented in the training data.
I'm going to give a very concrete example of this so people can understand.
I built a fitness product eons ago where there a million rules that determined what should happen for prescribing exercises to athletes (college/pro teams).
If you gave this to an agent today, you will get a tangled mess of if statements that are impossible to debug or extend. This is primarily because LLMs are still bad at picking the right abstraction for a task. The right solution was to build a rules engine, use a constraint solver, and use some combinatorics.
LLMs just don't have the taste to make these decisions without guidance. They also lack the problem solving skills for things they've never seen.*
Was 95% of the app CRUD? Sure. But last I checked, CRUD was never a moat.
*I suspect this part of why senior developers are in extremely high demand despite LLMs.
---
Another example: for many probability problems, Claude loves to code up simulations rather than explore closed form solutions. Asking Claude to make it faster often drives it to make coding optimizations instead of addressing the math. You have to guide Claude to do the right thing, and that means you have to know the right thing to do.
I think the article is more reflective of the low-to-mid complexity product landscape, where surface-level features dominate and differentiation is minimal. But you're absolutely right: once you're building something that touches real-world complexity, there's a massive moat that AI tools can't easily bridge
true that there is a some kind of a ceiling of what can or can't be done. But that ceiling is way up there. Also, there are enough examples and articles and code that allows enough combination to be made so that its good enough - and that is a very important bar.
There are A LOT of businesses (even big ones managing money and what not) that rely on spreadsheets to do so much. Could this have been an app/service/SaaS/whatever ? probably.
What if these orgs can (mostly) internally solidify some of these processes? what if they don't need an insanely expensive salesforce implementor that can add "custom logic" ?
A lot of times companies will replace "complex software" with half complex process!
What if they don't need Salesforce at all because they need a reasonable simple CRM and don't want to (or shouldn't) pay $10k/seat/year ?
There are still going to be very differentiating apps and services here and there, but as time move on these "technological" advantages will erode and with AI they erode way faster.
>You eventually reach a point where there are no blog posts or stackoverflow questions that walk you through step-by-step how to make this stuff happen.
I wonder if we can use this as a”novelty” test. If AI can explain or corect your ideas, it’s not a novel idea.
Agree. This blog entry has vibes of: „I am software developer so I am so smart I can do everything and I can definitely make revolutionary healthcare app”.
Ignoring actual complexity of things, regulations and fact that there are areas that no one will take seriously some vibe coder and you really have to breath in out and swim with the right fish to be trusted and considered for making business with.
If the software is doing complicated integrations, that may be a barrier as said in the article.
And to be clear, this is people using teams of Claude Code agents (either Sonnet 4.5 or Sonnet 5 and 5.5 in the future). Reliability/scale can be mitigated with a combination of a senior engineer or two, AI Coding tools like the latest Claude Code and the right language and frameworks. (Depending on the scale of course) It no longer takes a team senior and mid-level engineers many months. The barriers even for that have been reduced.
Completely agree that using Lovable, Bolt, etc aren't going to compete except as part of noise, but that's not what this article is saying.
It's a poor choice of word to use as a clearly and universally understood axiom.
Doing only what AI can generate will only generate the average of the corpus.
Maybe it's part of the reason folks with some amount of meaningful problem solving experience, when added to AI are having completely different results, there is someone behind the steering wheel actually pushing and learning with it and also directing it.
I think there's truth in what you say (though if you are building something where you rely on blog posts you are probably doomed anyway).
But AI has huge value in gratuitously bulking out products in ways that are not economically feasible with hand coding.
As an example we are building a golf launch monitor and there is a UI where the golf club's path is rendered as it swings over the surface.
Without AI, the background would be a simple green #008000 rectangle.
With AI I can say "create a lifelike grass surface, viewed from above, here the individual blades of grass range from 2-4 mm wide and 10-14mm length, randomly distributed, and are densely enough placed that they entirely cover the surface, and shadows are cast from ...".
Basically stuff that makes your product stand out, but that you would never invest in putting a programmer onto. The net result is a bunch of complex math code, but it's stuff no human will ever need to understand or maintain.
Isn't this agreeing with the article? You can't just build something and hope for a market, you need to invest heavily to have a chance. You both are saying that, no?
This is exactly right and is what one would expect from improving technology. A fractal frontier of new niches crack open as the economy keeps expanding.
My view is that every company has its own DNA and that the web presence has to put this DNA in code. By DNA, I mean USP or niche. This USP or niche is tantamount to a trade secret but there doesn't even have to be innovation. Maybe there is just an excellent supplier arrangement going on behind the scenes, however, for projects, I look for more than that. I want an innovation that, because I understand the problem space and the code platform, I can see and implement.
A beginner level version of this, a simple job application form. On the backend I put the details from the browser session into form data. Therefore, HR could quickly filter out those applying for a local job that lived in a foreign country. They found this to be really useful. Furthermore, since some of our products were for the Apple ecosystem, I could get the applicant's OS in the form too, plus how long they agonised over filling in the form. These signals were also helpful.
To implement this I could use lame Stack Overflow solutions. Anyone scraping the site or even applying had no means of finding out if this was going on. Note the 'innovation' was not in any formal specification, that was just me 'being different'. In theory, my clumsy code to reverse lookup the IP address could have broken the backend form, and, had it done so, I would have paid a price for going off-piste and adding in my own non-Easter Egg.
I would not say the above example was encoding company DNA, but you get the idea. How would this stack up compared to today's AI driven recruitment tools?
As a candidate I would prefer my solution. As the employer, I too would prefer my solution, but I am biased. AI might know everything and be awesome at everything, however, sometimes human problems require human solutions and humans working with other humans to get something done.
Would I vibe code the form? Definitely no! My form would use simple form elements and labels with no classes, div wrappers or other nonsense, to leverage CSS grid layout and CSS variables to make it look good on all devices. It took me a while to learn to do forms this way, with a fraction of the markup in a fraction of the time.
I had to 'be different' to master this and disregard everything that had ever been written on Stack Overflow regarding forms, page layout and user experience.
AI does not have the capability to do super-neat forms like mine because it can't think for itself, just cherry-pick Stack Overflow solutions.
I liken what you describe with running out of Stack Overflow solutions to hill walking ('hiking'). You start at the base of the trail with vast quantities of others that have just stepped out of the parking lot, ice cream cones in hand. Then you go a mile in and the crowd has thinned. Another mile on and the crowd has definitely thinned, big time. Then you are on the final approach to the summit and you haven't seen anyone for seemingly hours. Finally, at the summit, you might meet one or two others.
Stack Overflow and blog posts are like this, at some stage you have to put it away and only use the existing code base as a guide. Then, at another level, you find specifications, scientific papers and the like to guide you to the 'summit'. AI isn't going to help you in this territory and you know you haven't got hundreds of competitors able to rip off your innovation in an instant.
> Where a great idea in a space once had 5-10 competitors, hundreds now appear - all competing for attention. Big companies used to move slowly, but now a ragtag team of two developers at a large firm can whip up something that looks top-of-market to the untrained eye in a matter of weeks.
Perhaps I'm out of touch, but I haven't seen this explosion of software competition. I'd LOVE to see some new competitors for MS Office, Gmail, Workday, Jira, EPIC, Salesforce, WebKit, Mint, etc etc but it doesn't seem to be happening.
I think this list demonstrates the OP's point—entrenched, resource-heavy, and reputable firms have and will continue to capture most of the markets, not for lack of competition, but by ownership over the distribution channels.
Having said that, I don't think it's all AI (this trend's been going on for a while), nor do I think startups can't thrive—as the pie gets bigger, competitors can carve out yet smaller niches, as the OP points out.
The iOS app store would currently be flooded with newcomers in niche spaces — workout apps, notes, reminders, etc. And games, my god, there would be vibed clones of every game imaginable.
For JIRA competitors are a dime a dozen. A lot of them are targeted at startups and small shops who heard JIRA was hell and think their needs are really basic and will be for a long time.
The funniest I actually had to deal with was Monday. The very premise is that task management is simple and the visual interface will reflect that. Bright colors, low information density, minimal data model and very screenshotable screens. Then when actually using it for a dev team, the first question is how long we decide to try it before giving a verdict.
> Gmail
It really depends on what feature you rely on that aren't IMAP. If it's Google services integration, they might never be a competitor ever, for instance.
You could build the most technically perfect MS Office competitor and still get zero users.
It's not about quality, it's market share, vendor lock-in, people being set in their ways and refusing to change from a known thing in general.
Jira had to get REALLY bad before we switched to Linear for example - and there are still growing pains from heavy Jira users who had very specific ways of working.
This article is based on vibes just like the trends it hypothesizes.
To pick just one claim:
“Big companies used to move slowly, but now a ragtag team of two developers at a large firm can whip up something that looks top-of-market to the untrained eye in a matter of weeks.”
This is just pure speculation with no consideration of success or longevity. Big companies are going faster now? Where? Which ones?
AI coding allows you to build prototypes quickly. All the reasons big companies are slow haven’t budged.
>This is just pure speculation with no consideration of success or longevity. Big companies are going faster now? Where? Which ones?
Yes but there is a more fundamental problem. The claim doesnt even make sense:
>“Big companies used to move slowly, but now a ragtag team of two developers at a large firm can whip up something that looks top-of-market to the untrained eye in a matter of weeks.”
That was never the problem. I mean really, what is the implication of this? That big companies moved slowly because the developers were slow? What? No one thinks that, including the author (I imagine).
Its from many layers of decision-making, risk aversion, bureaucracy, coordination across many teams, technical debt, internal politics, etc.
This manifests as developers (and others) feeling slowed down by the weight of the company. Developes (and others) being relatively fast is precisely how we know the company is slow. So adding AI to the development workflow isn't going to speed anything up. There are too many other limiting factors.
Even with all these tools available, big companies would still be unable to compete in speed simply because in 99% of cases they don't have the required culture set in place.
Buying a vibe coded app is like buying something that looks like what you want from AliExpress. There's a small chance it might be good enough for your needs and you get a good deal. I might buy some small thing there that I don't care much about, or take a chance if I can't find anything close anywhere else. But for things I do care about I'll go through curated channels to filter out the fluff.
I'm becoming more convinced that this kind of rhetoric is usually peddled by individuals who haven't actually built anything notable (granted, that's most of us).
If all you're doing is using AI to build products, by definition, you're gravitating to the mean.
The AI doesn't care about a delightful product, it cares about satisfying its objective function and the deeper you go the more the two will diverge simply because building a good product is really complex and there are many many paths in the decision maze.
> The best way to avoid the red ocean is to build for an obscure and complex niche.
This seems like the counter-argument... You need to build something incredibly different. You need to message differently, you need to distribute differently.
If the argument is that convincing the world that you're different is harder than ever I buy that. So much fluff and noise out there that it's harder than ever to break through that noise and cut through the skepticism. But for that, it's more important than ever to be different.
Not names, but categories: Habit trackers, period calendars, journaling apps, calorie trackers, workout tracking apps, symptom trackers, budget planning apps, tax/tip calculators, meditation apps, productivity timers, recipe collection apps, affirmation / inspiring quotes apps, SaaS boilerplates, social media scheduling tools, AI chat bot, AI wrappers for all of the above.
You'll find hundreds of apps for every single keyword. But on the other hand, it's still a winner takes all market, so the top 1-5 per category make ~95% of revenue.
Edit: To clarify, imho these categories have been popular forever, because that's what every new indie dev thinks about first when they have a "great" idea. They're not necessarily tied to vibe coding and would've been released even without AI.
>The result is a Cambrian explosion of software launches.
Citation needed. There was a HN post a few weeks ago (I've lost it since) that said there isn't actually a measurable increase in App Store submissions and other such metrics to indicate that more software applications are being launched, in the last few years.
Also, in my view one of the most overlooked moats that incumbent software companies have is product quality. You can't upset Uber and Lyft primarily because you don't have the resources/skills to build an app of that quality (and your VC doesn't trust you can build one even given the resources). It's not due to business dev, marketing or "network effect" reasons; a lot of drivers tag-team both Uber and Lyft anyway, it doesn't cost them anything to onboard into a 3rd app even if it initially yields them 1 passenger a week.
I would add hardware products to that list. While they also have become somewhat easier and cheaper to create, the threshold is still much higher than for software and SaaS products.
An asterisk to this: SEA competition is way fiercer than people in the west give it credit for.
There's more and more product that I wish existed, and one search in AliExpress returns me what I exactly wanted plus some more. 5 years ago the product just existed and quality was meh, nowadays it's pretty much on par.
I had to recently look for camera gear, and the amount of adapters or quirky tripods is just great. Ulanzi for instance is a pretty well known brand at this point.
I think this is meant to be satire, but it's subtle enough that it went over a lot of heads here. Well, that or I'm reading too much into it, but...
Everything the author said was just as true pre-GPT. He's imparting basic business knowledge under the guise of "oh, now that there's this AI thing, you can't just build it have users show up."
I guess the argument they make for why "Be Different" doesnt work any more is because people can use AI to copy it.
I actually think AI just makes products converge onto whatever the AI averages out to.
It would be interesting to see this explored further. It seems like being different might actually have an even more pronounced effect now (for good or bad).
> Your company can scream to anyone that listens that all the competition is AI SLOP, but when hundreds of companies are pitching the same solution, your one voice will get lost.
If you cannot out compete "AI SLOP" on merit over time (uptime? accuracy? dataloss?), then the AI SLOP is not actually sloppy...
If your runway runs out before you can prove your merit over that timeframe, but you are convinced that the AI is slop, then you should ship the slop first and pivot onec you get $$ but before you get overwhelmed with tech depth.
Personally, I love that I can finally out compete companies with reams of developer teams. Unlike many posters here, I was limited by the time (and mental space) it takes to do the actual writing.
It certainly seems possible that AI slop could be flawed in some major ways while still competing well in the market: security is usually invisible to users until it isn’t, similar uptime and bugs, accessibility can be ignored if you don’t mind being an unethical person.
Then again this is also often a flaw with human-generated slop, so it is hard to say what any of this really means.
I guess the point is that startups are dead because scaling up becomes harder, doesn’t mean that organic growth is harder. In fact, the potential ways forward offered by the article are not really dependent on VC funding.
But you're not just trying to out compete one AI slop, you must compete with ALL of them. And over time the AI slop to thoughtful company ratio is only going to increase
I completely disagree. "Be Different" was never an actual selling point. Being "simple and effective" for the user was and still is.
While one can vibe-code simple CRUD at scale, one can not vibe-code the complex infrastructural coordination, security guardrails, and reliability externalities that maintain an effective business model at scale.
there's this things that happens where blog boys love to say Big Important Stuff (that isn't true) and in the 1% chance that it becomes true they point back on it and say "I am a goddamned genius" and if it hits the 99% no one remembers their bullshit.
Vibe coded apps might do OK in the $5/mo product space (assuming people pay that instead of staying in the free tier) but will fall apart for anything even resembling B2B.
Buying business tools comes with the expectation of support and customization, the complexities of which become unmanageable when the lead developer is AI.
You don't hear much about WYSIWYG app builder platforms like Bubble.io anymore because once the hype subsided, it was clear that it wasn't scalable beyond extremely limited CRUD functionality.
Bullshit. Practically an AI slop article itself. The rest of us actually building products know reality is different because we’re intimately familiar with our competitors and their limitations.
Copying and playing catch up was possible before AI.
I really wish we could downvote submissions like this. It adds nothing of meaning to the discussion of the subtleties of competitive product development.
Maybe it's just that the AI noise has been cranked to 11, but it sure feels like there's something fundamentally different from building and selling software today vs the last time I was building new products back in 2015. A decade is a long time, but it didn't feel nearly so weird even as recently as 2021 / 2022. That makes me think it's the AI slop noise, but maybe I'm incorrect.
I think you may be missing the mark on your conclusions for why your products had difficulty acquiring paid users.
People still pay for software, but for high stakes problems like finding a new job, managing your mental health, or caretaking an aging parent, etc. taking the leap on a not quite fully baked product offering seems unrealistic.
Also with Skritter you used a completely different customer acquisition strategy. Longform blog content + SEO is a way different beast than SEM.
I see this as a great thing. Venture Capital has been way too focused on software for a long time. It’s time for the money in tech to start flowing to other things like hardware, biotech, etc. we’ve seen this start happening for a little while already with companies like Anduril, but hopefully it will continue accelerating because of this.
spamizbad|4 months ago
I don't quite know how to articulate this well, but there's something that I'd call a "complexity cliff" in the software business: if you want to compete in certain spaces, you need to build very complex software (even if the software, to the user, is easy to use). And while AI tools can assist you in the construction of this software, it cannot be "vibe coded" or copied whole-cloth - complexity, scale, and reliability requirements are far too great and your potential customer base will not tolerate you fumbling around.
You eventually reach a point where there are no blog posts or stackoverflow questions that walk you through step-by-step how to make this stuff happen. It's the kind of stuff that your company and maybe a few dozen others are trying to build - and of those few dozen, less than 10 are seeing actual success.
Aurornis|4 months ago
I recognized something similar when I first started interviewing candidates.
I try to interview promising resumes even if they don't have the perfect experience match. Something that becomes obvious when doing this is that many developers have only operated on relatively simple projects. They would repeat things like "Everything is just a CRUD app" or not understand that going from Python or JavaScript to C++ for embedded systems was more complicated than learning different syntax for your if blocks and for loops.
The new variant of this is the software developer who has only worked on projects where getting to production is a matter of prompting an LLM continuously for a few months. Do this once and it feels like any problem can be solved the same way. These people are in for a shock when they stray from the common path and enter territory that isn't represented in the training data.
fny|4 months ago
I built a fitness product eons ago where there a million rules that determined what should happen for prescribing exercises to athletes (college/pro teams).
If you gave this to an agent today, you will get a tangled mess of if statements that are impossible to debug or extend. This is primarily because LLMs are still bad at picking the right abstraction for a task. The right solution was to build a rules engine, use a constraint solver, and use some combinatorics.
LLMs just don't have the taste to make these decisions without guidance. They also lack the problem solving skills for things they've never seen.*
Was 95% of the app CRUD? Sure. But last I checked, CRUD was never a moat.
*I suspect this part of why senior developers are in extremely high demand despite LLMs.
---
Another example: for many probability problems, Claude loves to code up simulations rather than explore closed form solutions. Asking Claude to make it faster often drives it to make coding optimizations instead of addressing the math. You have to guide Claude to do the right thing, and that means you have to know the right thing to do.
ErigmolCt|4 months ago
erans|4 months ago
There are A LOT of businesses (even big ones managing money and what not) that rely on spreadsheets to do so much. Could this have been an app/service/SaaS/whatever ? probably.
What if these orgs can (mostly) internally solidify some of these processes? what if they don't need an insanely expensive salesforce implementor that can add "custom logic" ?
A lot of times companies will replace "complex software" with half complex process!
What if they don't need Salesforce at all because they need a reasonable simple CRM and don't want to (or shouldn't) pay $10k/seat/year ?
There are still going to be very differentiating apps and services here and there, but as time move on these "technological" advantages will erode and with AI they erode way faster.
DenisM|4 months ago
I wonder if we can use this as a”novelty” test. If AI can explain or corect your ideas, it’s not a novel idea.
ozim|4 months ago
Ignoring actual complexity of things, regulations and fact that there are areas that no one will take seriously some vibe coder and you really have to breath in out and swim with the right fish to be trusted and considered for making business with.
grahac|4 months ago
And to be clear, this is people using teams of Claude Code agents (either Sonnet 4.5 or Sonnet 5 and 5.5 in the future). Reliability/scale can be mitigated with a combination of a senior engineer or two, AI Coding tools like the latest Claude Code and the right language and frameworks. (Depending on the scale of course) It no longer takes a team senior and mid-level engineers many months. The barriers even for that have been reduced.
Completely agree that using Lovable, Bolt, etc aren't going to compete except as part of noise, but that's not what this article is saying.
jlarocco|4 months ago
If your product doesn't solve problems on the difficult side of the "complexity cliff" then vibe coders will copy it and drive your profit to zero.
j45|4 months ago
It's a poor choice of word to use as a clearly and universally understood axiom.
Doing only what AI can generate will only generate the average of the corpus.
Maybe it's part of the reason folks with some amount of meaningful problem solving experience, when added to AI are having completely different results, there is someone behind the steering wheel actually pushing and learning with it and also directing it.
beachy|4 months ago
But AI has huge value in gratuitously bulking out products in ways that are not economically feasible with hand coding.
As an example we are building a golf launch monitor and there is a UI where the golf club's path is rendered as it swings over the surface.
Without AI, the background would be a simple green #008000 rectangle.
With AI I can say "create a lifelike grass surface, viewed from above, here the individual blades of grass range from 2-4 mm wide and 10-14mm length, randomly distributed, and are densely enough placed that they entirely cover the surface, and shadows are cast from ...".
Basically stuff that makes your product stand out, but that you would never invest in putting a programmer onto. The net result is a bunch of complex math code, but it's stuff no human will ever need to understand or maintain.
jayd16|4 months ago
FredPret|4 months ago
Theodores|4 months ago
My view is that every company has its own DNA and that the web presence has to put this DNA in code. By DNA, I mean USP or niche. This USP or niche is tantamount to a trade secret but there doesn't even have to be innovation. Maybe there is just an excellent supplier arrangement going on behind the scenes, however, for projects, I look for more than that. I want an innovation that, because I understand the problem space and the code platform, I can see and implement.
A beginner level version of this, a simple job application form. On the backend I put the details from the browser session into form data. Therefore, HR could quickly filter out those applying for a local job that lived in a foreign country. They found this to be really useful. Furthermore, since some of our products were for the Apple ecosystem, I could get the applicant's OS in the form too, plus how long they agonised over filling in the form. These signals were also helpful.
To implement this I could use lame Stack Overflow solutions. Anyone scraping the site or even applying had no means of finding out if this was going on. Note the 'innovation' was not in any formal specification, that was just me 'being different'. In theory, my clumsy code to reverse lookup the IP address could have broken the backend form, and, had it done so, I would have paid a price for going off-piste and adding in my own non-Easter Egg.
I would not say the above example was encoding company DNA, but you get the idea. How would this stack up compared to today's AI driven recruitment tools?
As a candidate I would prefer my solution. As the employer, I too would prefer my solution, but I am biased. AI might know everything and be awesome at everything, however, sometimes human problems require human solutions and humans working with other humans to get something done.
Would I vibe code the form? Definitely no! My form would use simple form elements and labels with no classes, div wrappers or other nonsense, to leverage CSS grid layout and CSS variables to make it look good on all devices. It took me a while to learn to do forms this way, with a fraction of the markup in a fraction of the time.
I had to 'be different' to master this and disregard everything that had ever been written on Stack Overflow regarding forms, page layout and user experience.
AI does not have the capability to do super-neat forms like mine because it can't think for itself, just cherry-pick Stack Overflow solutions.
I liken what you describe with running out of Stack Overflow solutions to hill walking ('hiking'). You start at the base of the trail with vast quantities of others that have just stepped out of the parking lot, ice cream cones in hand. Then you go a mile in and the crowd has thinned. Another mile on and the crowd has definitely thinned, big time. Then you are on the final approach to the summit and you haven't seen anyone for seemingly hours. Finally, at the summit, you might meet one or two others.
Stack Overflow and blog posts are like this, at some stage you have to put it away and only use the existing code base as a guide. Then, at another level, you find specifications, scientific papers and the like to guide you to the 'summit'. AI isn't going to help you in this territory and you know you haven't got hundreds of competitors able to rip off your innovation in an instant.
advisedwang|4 months ago
Perhaps I'm out of touch, but I haven't seen this explosion of software competition. I'd LOVE to see some new competitors for MS Office, Gmail, Workday, Jira, EPIC, Salesforce, WebKit, Mint, etc etc but it doesn't seem to be happening.
kbuchanan|4 months ago
Having said that, I don't think it's all AI (this trend's been going on for a while), nor do I think startups can't thrive—as the pie gets bigger, competitors can carve out yet smaller niches, as the OP points out.
Eric_WVGG|4 months ago
The iOS app store would currently be flooded with newcomers in niche spaces — workout apps, notes, reminders, etc. And games, my god, there would be vibed clones of every game imaginable.
It's simply not happening.
makeitdouble|4 months ago
The funniest I actually had to deal with was Monday. The very premise is that task management is simple and the visual interface will reflect that. Bright colors, low information density, minimal data model and very screenshotable screens. Then when actually using it for a dev team, the first question is how long we decide to try it before giving a verdict.
> Gmail
It really depends on what feature you rely on that aren't IMAP. If it's Google services integration, they might never be a competitor ever, for instance.
theshrike79|4 months ago
It's not about quality, it's market share, vendor lock-in, people being set in their ways and refusing to change from a known thing in general.
Jira had to get REALLY bad before we switched to Linear for example - and there are still growing pains from heavy Jira users who had very specific ways of working.
airstrike|4 months ago
tylerrobinson|4 months ago
To pick just one claim:
“Big companies used to move slowly, but now a ragtag team of two developers at a large firm can whip up something that looks top-of-market to the untrained eye in a matter of weeks.”
This is just pure speculation with no consideration of success or longevity. Big companies are going faster now? Where? Which ones?
AI coding allows you to build prototypes quickly. All the reasons big companies are slow haven’t budged.
nonethewiser|4 months ago
Yes but there is a more fundamental problem. The claim doesnt even make sense:
>“Big companies used to move slowly, but now a ragtag team of two developers at a large firm can whip up something that looks top-of-market to the untrained eye in a matter of weeks.”
That was never the problem. I mean really, what is the implication of this? That big companies moved slowly because the developers were slow? What? No one thinks that, including the author (I imagine).
Its from many layers of decision-making, risk aversion, bureaucracy, coordination across many teams, technical debt, internal politics, etc.
This manifests as developers (and others) feeling slowed down by the weight of the company. Developes (and others) being relatively fast is precisely how we know the company is slow. So adding AI to the development workflow isn't going to speed anything up. There are too many other limiting factors.
rafaelero|4 months ago
ErigmolCt|4 months ago
kibwen|4 months ago
This software... Is it in the room with us right now?
mlinhares|4 months ago
lunias|4 months ago
Kiro|4 months ago
jatins|4 months ago
unknown|4 months ago
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karmakaze|4 months ago
tracker1|4 months ago
autonomousErwin|4 months ago
If all you're doing is using AI to build products, by definition, you're gravitating to the mean.
The AI doesn't care about a delightful product, it cares about satisfying its objective function and the deeper you go the more the two will diverge simply because building a good product is really complex and there are many many paths in the decision maze.
mfdupuis|4 months ago
This seems like the counter-argument... You need to build something incredibly different. You need to message differently, you need to distribute differently.
If the argument is that convincing the world that you're different is harder than ever I buy that. So much fluff and noise out there that it's harder than ever to break through that noise and cut through the skepticism. But for that, it's more important than ever to be different.
abnercoimbre|4 months ago
Animats|4 months ago
WA|4 months ago
You'll find hundreds of apps for every single keyword. But on the other hand, it's still a winner takes all market, so the top 1-5 per category make ~95% of revenue.
Edit: To clarify, imho these categories have been popular forever, because that's what every new indie dev thinks about first when they have a "great" idea. They're not necessarily tied to vibe coding and would've been released even without AI.
danjl|4 months ago
This article feels like it is targeted at drop shippers, competing on brand or maybe derivative features, rather than ideas.
carabiner|4 months ago
roncesvalles|4 months ago
Citation needed. There was a HN post a few weeks ago (I've lost it since) that said there isn't actually a measurable increase in App Store submissions and other such metrics to indicate that more software applications are being launched, in the last few years.
Also, in my view one of the most overlooked moats that incumbent software companies have is product quality. You can't upset Uber and Lyft primarily because you don't have the resources/skills to build an app of that quality (and your VC doesn't trust you can build one even given the resources). It's not due to business dev, marketing or "network effect" reasons; a lot of drivers tag-team both Uber and Lyft anyway, it doesn't cost them anything to onboard into a 3rd app even if it initially yields them 1 passenger a week.
gitmagic|4 months ago
I would add hardware products to that list. While they also have become somewhat easier and cheaper to create, the threshold is still much higher than for software and SaaS products.
makeitdouble|4 months ago
There's more and more product that I wish existed, and one search in AliExpress returns me what I exactly wanted plus some more. 5 years ago the product just existed and quality was meh, nowadays it's pretty much on par.
I had to recently look for camera gear, and the amount of adapters or quirky tripods is just great. Ulanzi for instance is a pretty well known brand at this point.
ghc|4 months ago
Everything the author said was just as true pre-GPT. He's imparting basic business knowledge under the guise of "oh, now that there's this AI thing, you can't just build it have users show up."
nonethewiser|4 months ago
I actually think AI just makes products converge onto whatever the AI averages out to.
It would be interesting to see this explored further. It seems like being different might actually have an even more pronounced effect now (for good or bad).
constantcrying|4 months ago
acephal|4 months ago
keiferski|4 months ago
The easier it is to make a software product, the harder it will be to differentiate between what’s good and what’s hastily assembled.
ErigmolCt|4 months ago
jiveturkey|4 months ago
SCHiM|4 months ago
If you cannot out compete "AI SLOP" on merit over time (uptime? accuracy? dataloss?), then the AI SLOP is not actually sloppy...
If your runway runs out before you can prove your merit over that timeframe, but you are convinced that the AI is slop, then you should ship the slop first and pivot onec you get $$ but before you get overwhelmed with tech depth.
Personally, I love that I can finally out compete companies with reams of developer teams. Unlike many posters here, I was limited by the time (and mental space) it takes to do the actual writing.
bee_rider|4 months ago
Then again this is also often a flaw with human-generated slop, so it is hard to say what any of this really means.
hkon|4 months ago
pyrale|4 months ago
dmbche|4 months ago
contagiousflow|4 months ago
Tade0|4 months ago
unknown|4 months ago
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calmbonsai|4 months ago
While one can vibe-code simple CRUD at scale, one can not vibe-code the complex infrastructural coordination, security guardrails, and reliability externalities that maintain an effective business model at scale.
thenanyu|4 months ago
nachox999|4 months ago
rchaud|4 months ago
Buying business tools comes with the expectation of support and customization, the complexities of which become unmanageable when the lead developer is AI.
You don't hear much about WYSIWYG app builder platforms like Bubble.io anymore because once the hype subsided, it was clear that it wasn't scalable beyond extremely limited CRUD functionality.
continuational|4 months ago
WesolyKubeczek|4 months ago
SeeManDo|4 months ago
tldr; typical corporate software development babblespeak slop
andrewmcwatters|4 months ago
Copying and playing catch up was possible before AI.
I really wish we could downvote submissions like this. It adds nothing of meaning to the discussion of the subtleties of competitive product development.
grahac|4 months ago
What industry are you building in? And have you been building in it a while or is it a new startup?
unknown|4 months ago
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Joel_Mckay|4 months ago
https://en.wikipedia.org/wiki/Lehman's_laws_of_software_evol...
AI Slop only has relevance to those that imagine meaning in syntactically correct nonsense. =3
gsaines|4 months ago
Maybe it's just that the AI noise has been cranked to 11, but it sure feels like there's something fundamentally different from building and selling software today vs the last time I was building new products back in 2015. A decade is a long time, but it didn't feel nearly so weird even as recently as 2021 / 2022. That makes me think it's the AI slop noise, but maybe I'm incorrect.
redmattred|4 months ago
People still pay for software, but for high stakes problems like finding a new job, managing your mental health, or caretaking an aging parent, etc. taking the leap on a not quite fully baked product offering seems unrealistic.
Also with Skritter you used a completely different customer acquisition strategy. Longform blog content + SEO is a way different beast than SEM.
Dig1t|4 months ago
nradov|4 months ago
https://www.fiercebiotech.com/biotech/fierce-biotech-fundrai...