Noam Lovinsky

We went through this period of every photo looks amazing.

It's filtered.

It's touched up.

Look at my amazing, shiny life.

It was sort of like this...

creative flattening of what like makes a good photo and then you know slowly organically over time what emerged is that the things that that people you know thought were more interesting or or more compelling was the things that like looked a little bit messy or like a little bit or organic or you kind of like the trend of what was like in fashion changed after that kind of flattening period happened i think we'll see something similar with you know applications

I think the idea that everyone can build is not a moment in time hype cycle.

Like we've seen it time and time again.

Like you can democratize, you know, the act of creation.

Many more people want and can create than we believe or than we currently observe.

And then that kind of expands.

So I don't think that that is going.

anywhere where the like value capture will be in in that stack i think is a different question you know is it in the kind of the deployment hosting and distribution of the thing is it in and will you be paying for the tool

I think that that is a different question.

But I think fundamentally what will happen is that these vibe coding tools will continue to march up the stack.

And they're not building an IDE.

They're building a service, a thinking service that does things for you.

I think that the hardest thing right now is figuring out the user experience that is going to scale to the largest number and average users.

I think that we're already very much at the point where we have this kind of capability overhang that people talk about, right?

Where like what these models can do and what people actually can do with them, there's a big gap there.