subj
harsh vibes!
AI coding tools traffic collapsed 76% in 12 weeks.
10,000 startups got prototypes working, then 57% hit the complexity wall. That's a $400M-$4B rebuild market nobody's talking about.
Base44 spiked 950% in May, then crashed to 95% by October.
Lovable went from +207% to -37%.
Cursor dropped from +62% to -19%.
The pattern was identical across every AI coding platform.
Massive adoption surge, then 60-80% user decay within three months.
These tools made it easy to build prototypes fast.
But integration, governance, security, and reliability stayed hard.
The average user tried for 12 weeks, hit the wall, and churned.
Most founders who went all-in on "vibe coding" is now paying the rebuild tax.
They got an MVP up.
Found traction, raised a pre-seed, or onboarded early customers.
Then everything broke when real users showed up.
Now they're spending $200-300K hiring senior engineers
to re-architect everything.
Multiply that across thousands of teams.
Hundreds of millions in wasted spend.
Everyone could suddenly build something.
Now everyone's learning what it costs to make it actually work.
This is a market correction.
You can't outsource architecture to autocomplete.
System design
Error handling
Deployment, compliance.
All the unsexy stuff that keeps products alive
multiplies the need for engineers.
The gold rush now is rescuing companies that got stuck
with working demos they can't scale.
If 10,000 startups experimented
say 8,000 will need help getting unstuck.
With budgets between $50K and $500K each.
That's the real market AI coding created
The money's in the valley of this chart.
10,000 startups got prototypes working, then 57% hit the complexity wall. That's a $400M-$4B rebuild market nobody's talking about.
Base44 spiked 950% in May, then crashed to 95% by October.
Lovable went from +207% to -37%.
Cursor dropped from +62% to -19%.
The pattern was identical across every AI coding platform.
Massive adoption surge, then 60-80% user decay within three months.
These tools made it easy to build prototypes fast.
But integration, governance, security, and reliability stayed hard.
The average user tried for 12 weeks, hit the wall, and churned.
Most founders who went all-in on "vibe coding" is now paying the rebuild tax.
They got an MVP up.
Found traction, raised a pre-seed, or onboarded early customers.
Then everything broke when real users showed up.
Now they're spending $200-300K hiring senior engineers
to re-architect everything.
Multiply that across thousands of teams.
Hundreds of millions in wasted spend.
Everyone could suddenly build something.
Now everyone's learning what it costs to make it actually work.
This is a market correction.
You can't outsource architecture to autocomplete.
System design
Error handling
Deployment, compliance.
All the unsexy stuff that keeps products alive
multiplies the need for engineers.
The gold rush now is rescuing companies that got stuck
with working demos they can't scale.
If 10,000 startups experimented
say 8,000 will need help getting unstuck.
With budgets between $50K and $500K each.
That's the real market AI coding created
The money's in the valley of this chart.
subj
Famous People and Their Weirdest Habits
🇩🇪 Albert Einstein – Never wore socks
🇬🇧 Isaac Newton – Stuck needles into his eyes
🇮🇹 Leonardo da Vinci – Slept only 20 minutes every 4 hours
🇮🇹 Galileo Galilei – Licked rocks to identify minerals
🇬🇷 Socrates – Stood motionless for 4 hours thinking
🇬🇧 William Shakespeare – Signed his name differently each time
🇬🇧 Elizabeth I – Ate so much sugar her teeth blackened
🇺🇸 Thomas Edison – Slept only 4 hours daily
🇺🇸 Benjamin Franklin – Took naked “air baths”
🇬🇧 Isaac Newton – Stuck needles into his eyes
🇮🇹 Leonardo da Vinci – Slept only 20 minutes every 4 hours
🇮🇹 Galileo Galilei – Licked rocks to identify minerals
🇬🇷 Socrates – Stood motionless for 4 hours thinking
🇬🇧 William Shakespeare – Signed his name differently each time
🇬🇧 Elizabeth I – Ate so much sugar her teeth blackened
🇺🇸 Thomas Edison – Slept only 4 hours daily
🇺🇸 Benjamin Franklin – Took naked “air baths”
subj
ChatGPT aims to please
ChatGPT just giving away the password set up so son wouldn’t use it to cheat on his homework
subj
Internet is ouroboros-ing
The internet as we know it is dying: For the first time ever, machines write more of the web than humans do 😳
Oxford and Graphite data confirm it:
→ AI-generated content passed 50% in late 2024.
→ By 2026, it could hit 90%.
Because AI costs <$0.01.
Humans cost $10–100.
But here comes the interesting part.
When AI trains on AI data, quality collapses.
It’s like photocopying a photocopy.
Every generation gets dumber.
The web is now full of content no one sees, and AI keeps learning from its own garbage.
I guess we didn’t notice the internet ending after all.
Maybe because AI wrote the obituary.
Oxford and Graphite data confirm it:
→ AI-generated content passed 50% in late 2024.
→ By 2026, it could hit 90%.
Because AI costs <$0.01.
Humans cost $10–100.
But here comes the interesting part.
When AI trains on AI data, quality collapses.
It’s like photocopying a photocopy.
Every generation gets dumber.
The web is now full of content no one sees, and AI keeps learning from its own garbage.
I guess we didn’t notice the internet ending after all.
Maybe because AI wrote the obituary.
express, not stress