This is like saying Twitter isn't worth much because every web framework tutorial produces a "Twitter clone."
Though your point that Twitter's value was never in the code stands.
“We are leveraging vibecoding to show what a software company can and can’t do, to understand where it fits in the value chain and to understand whether it is the actual code that is the defensible part of the business or something else,”
ALL PROGRAMMERS and VIBE CODERS use AI against itself ... vibe code systems that forces AI to pay all of humans for our content! Without our content AI is irrelevant! Why are we giving our content/souls to it freely now so it thrives and we do not??
Tho do you trust those companies full stop and you are saying all those ppl fighting against data centers now are crazy?