👾 vibe coding

👋 Hey — Egemen here.

One thing I keep seeing these days is the concept of “vibe coding” or “vibe revenue”.

Well, not all startups are created equal, nor is revenue.

Many founders started mistaking hype-driven cash flow for actual market demand.

Most AI startups today are riding vibe revenue.

In 18 months, the ones that don’t fix the retention problem will be dead.

Today, I’m sharing a few examples on what I’ve noticed within this trend, so you can decide if you’re building for real demand or just vibin’.

Here’s a snapshot of what’s on the menu today:

💡 Spotlight

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🧠 Deep-Dive: Vibe Coding & Vibe Revenue

AI-powered apps, no-code tools, and quick-build platforms make it easier than ever to get your hands dirty in tech. It’s lowering the barrier to entry, and that’s a good thing.

The issue is the mad number of bullshit artists out there, boasting about it.

I’ve seen this amazing tweet by santiago - @svpino the other day. It kind of summarizes the state of al of these “AI builders”.

Here’s the problem: what people build, and how they build it, is still widely misunderstood.

It’s easy to get caught up in shipping fast and generating revenue – but revenue alone isn’t the goal.

When users pay out of curiosity, not necessity – that’s just “vibe revenue”. And when something shinier (or free) comes along, it’ll be gone.

Here’s another controversial take by Greg Isenberg:

Really, I don’t think anybody needs another AI-powered DocuSign (or a free one, which exists) or a Figma clone (which exists).

Those problems were solved decades ago.

Yet, we keep seeing the same ideas repackaged with a new UI and a ChatGPT integration. The overwhelming majority of those “vibe coding” experiments will surely fail in the long run.

👉 Here’s a real litmus test:

Does your product create real pain when it’s taken away?

If users can drop it without hesitation, it was never essential. If someone can rebuild it in a weekend, it’s not a business – it’s just a project.

Forget "vibe coding" just because it’s cool.

What really matters is finding actual problems to solve – problems that are hard to replicate.

That’s what builders should be chasing.

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🗺️ Method: Hype vs Traction

Looking at more of Greg’s tweets and takes, I came across a neat way to differentiate hype vs traction.

Vibe revenue looks like traction but isn’t. It’s when customers buy out of hype, curiosity, or some other reason – not necessarily because they actually need the product.

The money rolls in, VCs get excited, and founders think they’re onto something big.

Then it all falls apart.

Look at this Google Trends chart for example:

Now, you can furiously come at me and say “Deepseek is not hype”.

Well, I agree with you, to a certain extent but numbers speak for themselves. Plus, the US banned it from being used in any public sector / government entity yesterday.

Decide for yourself – to me, the hype is over (at least in this part of the world).

⚾️ Catch

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☝️ Scaled This Past Week: Hotshot

Hotshot just got acquired by xAI - it’s the scale of the week!

This is probably Elon’s way of competing with OpenAI’s Sora or Google’s VEO 2.

• Hotshot turns text into video, making pro-level content creation effortless.

• Big-name investors backed Hotshot before the buyout, showing major confidence.

• Hotshot is shutting down – users have until March 30 to grab their videos.

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