From Vibe Coding to Martech’s Reinvention (Part 4)

Writings – 1

Christopher S. Penn: “If you had to summarize this in one sentence, vibe coding is basically letting AI do the coding. You provide the ideas and the feedback, but you never write a line of code. Instead, the machine does all the coding, testing, correction, and ultimately deployment. What makes this different than other forms of AI content creation is the hands off nature. Prior to the current generation of AI language models, there was a lot of copy pasting involved as you went back and forth with AI and your code, error messages, and testing. AI was the workhorse, but you were the micromanager, heavily involved in assembling the pieces it produced. Prior to vibe coding, AI was like an IKEA manufacturing plant. It spit out pieces, and then it was up to you – usually with confusing directions – to figure out how to put it all together. Vibe coding arose with coding tools like Cursor, Cline, Aider, Claude Coder, and many more. These are billed as agentic coding, but they’re really much closer to automation.”

Techcrunch: “Lovable specializes in helping people build apps and websites, especially people with no coding experience. It’s one of the standouts in the popular AI category known as vibe coding, which lets users guide AI models as they produce code, websites, or whole applications. It’s been an attractive proposition for users: In just eight months, the Swedish company said it surpassed $100 million in ARR and raised a $200 million Series A at a $1.8 billion valuation — making it Europe’s fastest-growing unicorn. The Financial Times reported that investors are already hoping to launch a Series B, offering deals that would value the company at $4 billion….Speaking to TechCrunch, Osika laid out a vision for Lovable as the best place to build software products: a platform that can take users — founders specifically — through all the stages of product development so they can build AI-native companies more easily. “If you’re running a business, there are a lot of things you want to set up, like payments, understanding your users, and in the future, maybe even like ‘I need to incorporate my company,’” he said. “I want Lovable to help with all these things.” In late June, Lovable released an agent to help users read files, debug errors, search the web, generate images, and locate files — a first step toward making good on that vision. Lovable says it now has more than 2.3 million active users, 180,000 of whom are paying subscribers. Osika said the company chose its pricing simply by deciding what would help the company cover its own costs. His favorite Lovable use cases include a marketer building a sales training platform and an engineer running multiple small businesses on the platform.”

Lauren Goode writes after doing vibe coding for two days at Notion: “These changes—this invasion of AI code—has all happened within the past four to six months. Notion even has an AI engineer assigned to its enterprise sales team now, teaching software salespeople how to use AI in their own work. And it’s not just at Notion. It’s everywhere. My vibe-coding experiment, while solipsistically insightful, was already behind the curve. “The world is heating up in many ways, and the sense I have is not ‘I freed up more time’ but that there’s more urgency than ever to use these tools,” Simon [Last, Notion cofounder] said. The shift both exhilarates him and makes him anxious. He told me he looks back fondly on the not-too-distant past when he was simply coding and building stuff, “when there wasn’t, like, a crazy societal tidal wave happening. I think it would be crazy not to be a bit scared.””

WSJ: “In the next three years, market research and IT consulting firm Gartner predicts that 40% of new software for businesses will be created with techniques involving AI bots translating plain English prompts into usable code. Combined with the growing popularity of AI-powered assistants and editors, vibe coding’s rise in the enterprise reflects a significant shift in how quickly apps are being conceived and delivered, with many implications for professional developers… Jude Schramm, CIO of Fifth Third Bank, said the regional bank’s 700 full-time engineers may be entirely vibe coding in a few years’ time. Schramm said he’s already thinking more about the value of his developers as business problem-solvers rather than as code authors. “Engineering of the future is going to be much more a world of test, quality assurance and validation,” Schramm said. “That’s what we’re trying to train our folks for.””

Andrew Chen: “We are in the command line interface days of vibe coding. For the majority of creators, vibe coding will eventually fade, and vibe designing (with a visual paradigm) will come to dominate. People ultimately think better in a GUI-like format than a CLI-like format. Thus, in vibe designing you will show the AI the design outcomes you want, and then everything else is done for you. Yes, you may end up with tools to tweak the design details for extra controllability, and provide additional mockups that then get filled in underneath with code. But maybe folks will build software without seeing or learning a programming language… If vibe coding makes software trivial to build, then the bottlenecks shift to other places: 1) consistent creativity that stays ahead of everyone else. Anyone can write a tweet, but the best creators are the ones who consistently come up with new ideas. 2) distribution and network effects, where the first vibe coded product doesn’t win, but rather the first vibe coded product that hits scale that wins.”

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Rajesh Jain

An Entrepreneur based in Mumbai, India.