Over the last couple of months I've seen a load of new "product launches" in my niche but when you look at them they're largely vibecoded and don't show deep understanding and sustainability, so it's pretty likely you'll never see them as successful businesses.
Looking at some of the related places like /r/sideproject/ there's a lot of releases and I'd be willing to suggest that most of them are using LLMs
There seems to be a lot of hype, and has been for years, but I’m not seeing it materialize as actual economic output. Surely by now there should be lots of businesses springing up to capture all of this value created by vibecoded software.
Whether that translates into more value for those larger corps is the trillion dollar question :) Writing code is a small part of the process of finding and shipping features that customers want, so it remains to be seen how much LLM tools translate it.
I think it's fairly widely accepted that from a financial standpoint we're in an AI/LLM bubble. There has been more investment than we're likely to see financial benefits, but it's impossible to predict to what degree (if you can predict that and the timing you can make a lot of money!!)