Code Is Cheap. Distribution Is the Moat.
Vibe coding collapsed the cost of building software. The AI companies that win from here will own three scarce assets: a category phrase, an audience, and a place inside the AI answer.
- Building an AI product is now fast and cheap, so every launch competes in a flood of similar products.
- Three assets stay scarce: the phrase buyers use for your category, an audience you own, and your presence in AI answers.
- Start building distribution on the same day you start building the product.

