This is the measurable evidence you are talking about: https://a16z.com/revenue-benchmarks-ai-apps/
Re:AI Coding Assistants Are Getting Worse
by overfeed on Thursday January 08, 2026 @06:11PM
(#46547844)
Here's even earlier evidence: https://en.wikipedia.org/wiki/Tulip_mania
this point is about revenue not valuations
Re:AI Coding Assistants Are Getting Worse
by FEELmyAGI on Thursday January 08, 2026 @10:28PM
(#46549737)
All three companies profiled are selling products TO vibe-coders, not apps created BY AI-utilizers.
The shovel seller in the gold rush analogy.
Re:AI Coding Assistants Are Getting Worse
by conception on Thursday January 08, 2026 @10:43PM
(#46549816)
Hundreds of millions of people use these every day on real world use cases. If they didn’t work, people wouldn’t use them.
Until then it's just people pulling the lever on a black box.