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We're unlocking a new vibe

Jamie Heller
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2 min read
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⚡ Quantum Brief
Emerging "vibe coding" tools now enable non-technical users to generate functional code, disrupting traditional software development and threatening established tech firms’ market dominance. Startups like Lovable, Replit, and Cursor—specializing in vibe-based development—have surged to multibillion-dollar valuations, attracting heavy private credit investment amid sector volatility. Software engineers are polarized: some embrace the efficiency gains, while others report mental fatigue from rapid workflow shifts, creating a divide in developer adoption and productivity. C-suite leaders face a dilemma—potential cost savings from vibe coding clash with concerns over hidden expenses, implementation risks, and long-term reliance on unproven tools. The trend is reshaping financial markets, with software stocks declining as investors bet on vibe coding’s ability to commoditize traditional development, accelerating industry consolidation.
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We're unlocking a new vibe

BI 2026-03-22T10:41:01.230Z Share Copy link Email Facebook WhatsApp X LinkedIn Bluesky Threads lighning bolt icon An icon in the shape of a lightning bolt.

Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. This post originally appeared in the BI Today newsletter. You can sign up for Business Insider's daily newsletter here. Unlocking a new vibeAt Business Insider, we like to keep you on the cutting edge of innovation and work. Loading audio narration... Vibe coding marries the two.This new tech — which enables even non-techies to code — is upending assumptions in almost every direction. That's why we've created a new weekly newsletter on the topic: Vibe Mode. You can sign up here!And there's an awful lot to cover. The prospect that vibe coding (or now "vibe designing") will make software companies more replaceable is denting their stocks. It's also stressing private credit, which we're learning has financed some of these businesses. (Not everyone loves the name "vibe coding," btw.) Vibe coding is exciting many software engineers who are bingeing on the new tech and obsessing about all it can help them do.At the same time, it's exhausting engineers who preferred, or at least were used to, earlier ways of working and are mentally fatigued from how these tools are changing coding. It's creating a whole new class of companies, including Lovable, Replit, and Cursor, which are reaching valuations in the multiple billions of dollars.It's concerning C-suite execs who are eager to save money with vibe coding but also are worried about its costs. And it has the Business Insider team hustling to deliver for you on all of these fronts.We've got Shuby Goel covering the pure-play vibe-coding companies and Ben Bergman on the financials from the West Coast. Our tech columnist Alistair Barr has been chronicling the changing software business for months. Meanwhile, Chong Ming Lee has been interviewing users and trying it himself, and Brent Griffiths has been writing about software engineers' highs and lows. Alex Nicoll is on private credit players, and our markets team is deep into the investing angles. You can reach out to any of them with ideas or tips.What are we missing? As always, please reach out at eic@businessinsider.com.

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