Thursday Thoughts: Vibe Coding Tools Are Starting a Price War, and Airlines Tell Us This Doesn’t End Well
·8 min read
Lovable just doubled its valuation to $13.3 billion in eight months, racing every other vibe coding tool toward the cheapest possible token. A Slack thread pointed me at the airline price wars as the closest historical parallel, and the fifty-year history of low-cost carriers, deregulation, and serial bankruptcies says this ends in consolidation, not universal survival.