AI Coders are here. The edge now is domain + execution. Not vibing.
Published: November 18, 2025
Three perspectives. All pointing to the same shift. An investor, a strategist, and a hands-on analyst.
Vibing?
Get this straight - there is no vibe magic going on here. Prompt hot air into a chat box and out pops a production level model / app - doesn't work that way.
The Investor's View
Francois Arbour (founder, sold to Shutterstock): The 10x lie. Developers are building solutions in search of problems. Now doing it 10x faster. The real multiplier isn't in your IDE. It's understanding customer pain, distribution, pricing.
"Speed without direction is just efficiently going nowhere"
The Strategist's View
Saanya Ojha (Partner, Bain Capital Ventures): Finance, law, consulting, pharma - every high-value domain will have AI trained by domain specialists doing the work. When workflows become training data, they become templates.
"The next moat isn't data but deviation. In a world where every model starts from the same best practices, value will accrue to those who break pattern."
The Hands-On View
Coding by hand was a big barrier. Learning new languages, coding from scratch - huge mountain to climb. AI coders broke that barrier. Domain and execution are now the edge, not syntax. Deviation doesn't come from prompts. It comes from years in the domain, knowing what to build, how to validate and what makes money. And if you spent years coding by hand, you have an additional edge
For us on the ground, enough strategy and vision stuff, back to work ➜
- Stop copy-pasting from ChatGPT. Use proper AI coders: Cursor, Claude Code, Gemini CLI, Mito-AI.
- Pay $20/month for Cursor / Claude. Pay from your pocket if you have to. I know your salaries.
- AI Coders don't mean chillax. Different skill, same grind. Learn it.
- More hands-on resources: Guides: tigzig.com
The debates will continue. The shift is already here. Your move.