A founder emailed me: she committed to Cursor, went heads down for 4 months, and shipped a healthcare platform with 400 users and 50 paying customers. 100% built with AI. Seasoned engineers keep telling her it's not possible. Investors are reluctant to fund it. I've watched this exact movie four times - the Internet was a toy, web software didn't work, the cloud wasn't safe, and mobile would never replace a computer. Steve Ballmer literally laughed at the iPhone on camera. Every time, both camps were wrong. The new thing doesn't replace the old thing. The old thing doesn't survive unchanged. New categories emerge that neither camp could describe. https://lnkd.in/gN_MD-rX
Great point on both camps being wrong. One nuance: shipping with AI and maintaining what you shipped are different skills. I've seen demos where someone "built an app" with invalid sequential "UUIDs" like 00000000-0000-0000-0000-000000000056 - trivially enumerable, a basic security hole. You still need to understand the code, debug it at scale, and know why certain patterns bite you later.
I’ve got an even better example without providing the app, it’s not the one I reference here. I have 27 yrs of Enterprise Technical Architecture consulting experience, worked at Salesforce and have 36 technical certifications. Last week I spent 2 days (Thur- Fri) developing an app with an AI tool, approved first time on iOS store on Sat I launched it and already have over 50 users. It fills a HUGE gap in the streaming services market. I’ll have 5 new features added this week. Similar to apps that only touch movies and not even close to the features of my app and was bought for 50M another app “like” is Goodreads for book tracking again nowhere close to the features of mine…purchased by Amazon for 150M…but I can’t get $150k to market it…IDK?? Now….could I get angel investors or anyone to invest?? Not sure, all I see on LinkedIn is people posting names and companies to reach out to or trying to sell me a list or an app…all I’m looking to do is build the user base and I’m starting a crowdfunding site. It seems everyone I reach out to basically ignores me…soooo IDK…thoughts?
I call it the $500 on a pavement problem. No one wants to believe there is $500 lying on a pavement in front of them because if there were there, someone would have picked it up. Except it is there. Waiting to be picked.
I’ve built several production-worthy apps with AI recently, and it’s absolutely possible. Even for security, AI can review possible exploits more deeply than most teams have time to. Most dev cycles catch the obvious risks. AI finds the surprising ones. We recently used AI to experimentally rebuild a payment due function in a massive financial system, one of the hardest calculation problems in the app. We didn’t release it, but it worked well, including edge cases, with far better UI. At this point, I’d say AI can fully convert the bottom 50% of apps by complexity. Up to 80 to 85%, it gets very close. Above that, you still need a strong developer, but the role shifts toward architecture, validation, and refinement over hand coding. The main limiter now is IP. As Thaler v. Perlmutter makes clear, protection turns on human authorship. So the winners will be the folks that use AI inside a process where humans are still making the key design, integration, and editing decisions.
I think we all know the brutal reality: most startups have near-zero odds of becoming truly big, valuable, or even consistently profitable. What actually moves the needle here is your team repeatedly saying this one is genuinely different. At the end of the day, it’s still a very sophisticated form of gambling)
It's crazy. I used Claude to design and vibe code a native Mac generative music app in a week. Would have been 6-9 months otherwise. Yet I run into CEOs and founders who are still dismissive of AI. "Yeah, our marketing people use it...." Or "Ok for a prototype, but not for something that has to scale." It's not just a 15-30x productivity boost, it's a different form of software development and those who lean in and become good will outpace those who stand by the sidelines and say "it's not ready."
EVERYTHING is vibe-coded now ;) the question is who still builds software without AI - that should be a red flad to any investor. Vibe coding and the platforms enabling it like Lovable are moving at lightning speed. You can now perform full-on Pen Testing within Lovable. Will run all my clients through a pen test this weekend. We’re going for SOC II compliance. It’s not “prototyping” any longer. This is production code. Code quality A+ - B+ YouTube had a D when it sold to Google :)
I'm a professional fractional CTO and a lot of of my work is now going to support supporting the vibecoding feedback loop where a founder who knows the domain inside and out can use a tool like lovable or Google vertex studio to build exactly what they want and then then we downstream it into a professional environment that feedback loop for certain works. It has been described as a three legged stool, but it is stable. (edited for audio dictation typos)