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looking at the AI vibe coder wars, you'd think infrastructure would matter. StackBlitz spent seven years building WebContainers—an entire browser-based operating system that can run Node.js without a server. Replit built their own containerization system, their own collaborative editing engine, their own programming language. Years and years of infrastructure, of real computer science. lovable doesn’t give a fuck. lovable showed up six months ago with what appears to be claude sonnet, a text editor, and the programming equivalent of thoughts and prayers. today? they're neck and neck — despite a categorically inferior team / product. VCs tell founders that startups need to have good product, good leaders, and good coverage. but 11x was able to go from zero to $10m in ARR with: a product that every user hates a CEO that was forced to step down multiple scandal news publications while every product in the AI SDR category is hated by their users, it’s still entirely possible that the categ

looking at the AI vibe coder wars, you'd think infrastructure would matter. StackBlitz spent seven years building WebContainers—an entire browser-based operating system that can run Node.js without a server. Replit built their own containerization system, their own collaborative editing engine, their own programming language. Years and years of infrastructure, of real computer science. lovable doesn’t give a fuck. lovable showed up six months ago with what appears to be claude sonnet, a text editor, and the programming equivalent of thoughts and prayers. today? they're neck and neck —…

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