Authentication and authorization is as simple as POST /api/create/admin with zero checks. Pretty much every API ever slop coded looks like this. And if it doesn't, it will forget about security checks two prompts later and reverse the previously working checks.
There will obviously be companies that build a vibe coded app which too many people depend on. There will be some iteration (maybe feature addition, maybe bug fix) which will cause a catastrophic breakage and users will know.
But there will also be companies who add a better mix of incantations to the prompts, who use version control and CI, who ensure the code is matched with tests, who maintain the prompts and requirements documents.
The former will likely follow your projected path. The latter will do fine and may even thrive better than either traditional software houses of cheap vibe coding shops.
Then again, there are famous instances of companies who have tolerated terribly low investment in IT, including SouthWest Airlines.
The problem is...what is the distribution of companies who do it "right" to companies that don't?
The difference is that I'm not just letting agents willy nilly commit code. I treat them more like a companion and guide their steps (I use Cline w/ Sonnet/Opus 4.5/4.6). Not only do I save a ton of money on tokens, but the results end up being infinitely better than the "yolo" mode outcomes (even with excellent prompting/context).
From my POV, the only divide is between a willingness to be an accountable professional versus someone who just "lets the AI do it" and whistles-with-hands-in-pockets when that code inevitably blows up in a way you couldn't predict (because you weren't checking, only the AI was, which you swore was "good enough").
That approach works if you're just sitting on your couch hacking up toys to dice roll on X. But if you're trying to build reliable, deterministic systems that aren't constantly buzzing you awake at 3am, you're asking for a serious humbling if no one in your organization can explain how or why anything your business relies on works the way it does (that's operationally suicidal, imo, but hey—America).
That gets misinterpreted as being a "luddite," when really it's just having been down the rabbit hole enough times to know that if you can't point to and understand why it's happening (and ideally, whodunit), you don't know shit.
https://news.ycombinator.com/item?id=46888441
Developers and businesses with that attitude could experience a similarly rude awakening.
You can build things this way, and they may work for a time, but you don't know what you don't know (and experience teaches you that you only find most stuff by building/struggling; not sipping a soda while the AI blurts out potentially secure/stable code).
The hubris around AI is going to be hard to watch unwind. What the moment is I can't predict (nor do I care to), but there will be a shift when all of these vibe code only folks get cooked in a way that's closer to existential than benign.
Good time to be in business if you can see through the bs and understand how these systems actually function (hint: you won't have much competition soon as most people won't care until it's too late and will "price themselves out of the market").
Moo.