The Event Horizon of Software: How Vibe Coding Is Annihilating the Behemoths

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There is a peculiar property of black holes that astrophysicists find both elegant and terrifying: objects approaching the event horizon do not appear to fall in. From the outside, they seem to slow, redshift, and freeze -- suspended at the threshold for what looks, to distant observers, like eternity. Meanwhile, from the perspective of the infalling object, the crossing happens in a flash. It simply disappears from the universe of those left behind.

We submit to you that this is precisely what is happening right now to the legacy software giants of Silicon Valley and Redmond and Seattle. They have not yet realized they are already falling. The outside observers -- the markets, the analysts, the trade press -- still see them moving, still see the quarterly reports, still see the headcount numbers. But the physics has changed beneath them.

And the force doing the changing has a name: vibe...

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