If the competition just grew by 100x, where's all the great, high-quality, AI-vibe coded side products? Something just isn't adding up here. Could it be that vibe coding on its own just isn't all that useful, and most of those 10% are wasting their time?
The counterpoint is that it's only 2 months since AI got really useful and it will presumably continue to improve. It takes a while until it spreads through the society.