First, there was vibe coding. Within a week we were vibe marketing. Then we started vibe hiring and vibe fundraising. And now, as Brian Chesky (Airbnb’s CEO) pointed out, we are entering the era of “vibe revenue,” where hyperscalers invest in model labs, model labs pre-commit to buying compute from hyperscalers, chip companies invest in labs and clouds that pre-purchase large volumes of chips, startups receive cloud credits that lock them into specific stacks, and everyone publishes record demand numbers. Continue Reading →