This CNBC TechCheck segment explores the rise of AI apps, initially derided as "wrappers" for existing AI models, and how they've reshaped the AI landscape. The video discusses the rapid growth and high valuations of these apps, contrasting their approach with that of large model builders like OpenAI and Google. It also examines the concept of "vibe coding," a new development paradigm enabled by advanced AI coding tools.
The transcript describes "vibe coding" as a new approach to coding where developers utilize cutting-edge AI tools like Cursor or Windsurf to generate code. Instead of painstakingly writing code line by line, developers use these tools to rapidly build applications, focusing on the overall "vibe" or functionality of the app. The implication is that this approach significantly accelerates development speed and reduces the need for large teams of engineers. The example given is that a team of ten "vibe coders" can achieve the work of 100 traditional engineers.