Bain tests software takeover targets by vibecoding AI replicas

Post by jameslk » Mon, Jun 22, 2026, 8:10 PM UTC

mmarian wrote: post #51

jameslk wrote: post #49

Earlier quoted context omitted.

That's the point of why they're doing it. From TFA: "Private equity investors are turning to AI-generated replicas of software to assess whether acquisition targets have a competitive advantage [...] 'We are leveraging vibecoding to show what a software company can and can’t do, to understand where it fits in the value chain and to understand whether it is the actual code that is the defensible part of the business o…

I honestly can't think of how to reply to your comment without repeating what I said.

Post by paul7986 » Tue, Jun 23, 2026, 1:02 AM UTC

vitally3643 wrote: post #53

paul7986 wrote: post #46

Earlier quoted context omitted.

Could be McDonalds but AntiArchy against AI starts somewhere and who cares if you think what i typed is crazy present day. It won't be in time!

The dude screaming "the end is near" on the street corner will still be crazy even when the asteroid hits.

Post by mmarian » Tue, Jun 23, 2026, 5:46 AM UTC

alephnerd wrote: post #15

RugnirViking wrote: post #5

the ease of making a prototype is not at all related to the ease of productising/releasing/bringing to market and that, in turn, is not at all related to the ease of maintenence/maturization/scaling. You didn't even want the same kind of guy or team doing each one before ai. Turns out, AI is great at prototyping, ok at productizing and terrible at maintenence and scaling

The point about prototyping and vibecoding in this manner is to wargame and think about workflows and whether or not they are defensible. A product where the secret sauce is basically a distribution play is going to need a different strategy and demand a different valuation compared to a product where the platform itself is successfully monetizing on a workflow.