""It's been fantastic, but starting new vibe-coding companies right now feels like it doesn't make sense anymore. It's an exciting category, but the guys are already out there.""
""A million people are going to do the same. How do you differentiate? Anthropic ships your product next week, what happens to you? Model costs go up 5x, what happens to you?""
""It's going to be like a holistic kind of setup with a few winners, and they're going to stay, they're going to start acquiring smaller companies and just going to stay on top.""
Jussi Salovaara, cofounder of Antler Asia, sees limited opportunities for new entrants in the AI-assisted coding sector. He acknowledges the success of existing companies like Lovable but emphasizes the challenges for new startups. Salovaara highlights the need for differentiation in a competitive landscape where many are pursuing similar goals. He predicts consolidation among existing AI coding firms, with a few dominant players acquiring smaller companies to maintain their market position. Despite the challenges, he remains optimistic about certain types of AI companies.
Read at www.businessinsider.com
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