20250902 - Vibe coding is getting rancid even for VCs

where else they gonna go? Quantum? Text version: https://pivot-to-ai.com/2025/09/02/vibe-coding-is-getting-too-rancid-even-for-venture-capital/ Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy me nice things: https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com NEW SHIRT DESIGN! https://www.redbubble.com/shop/ap/173304783 Sources: The dangerous vibes powering VCs' favorite startup category https://pitchbook.com/news/articles/dangerous-vibes-powering-vcs-favorite-startup-category How long can AI agents like Cursor keep burning cash? Investors are divided. https://pitchbook.com/news/articles/how-long-can-ai-agents-like-cursor-keep-burning-cash-investors-are-divided Previously on Pivot to AI: AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/ video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEASoftBank needs OpenAI to stay alive — no matter what https://pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what/ video: https://www.youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA Vibe-coded build system NX gets hacked, steals vibe-coders' crypto https://pivot-to-ai.com/2025/08/29/vibe-coded-build-system-nx-gets-hacked-steals-vibe-coders-crypto/ video: https://www.youtube.com/watch?v=vnFKkBBzpVg&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA