Anecdotally I'm already seeing this on a small scale. People who vibe coded a prototype to 1 mil ARR are realizing that the velocity came at the cost of immense technical debt. The code has reached a point where it is essentially unmaintainable and the interest payments on that technical debt are too expensive. I think there's going to be a lot of money to be made over the next few years un-fucking these sort of things so these new companies can continue to scale.
if i have 1mil ARR, i can hire some devs to remake my product from scratch. and use the Vibecoded Example as a design mockup.
If i manage to vibecode something alone that takes off, even without technical expertise, then you validated the AI usecase...
Before Claude i had to make a paper prototype or a figma, now i can make Slop that looks and somehow functions the way i want. i can make preliminary tests, and even get to some proof of concept. in some cases even 1million $ annual revenue...
Having AI write code for me (other than maybe simple boilerplate stuff) goes entirely against why I write code in the first place which is the joy of problem solving, building things, and learning.
Edit: Typo