I agree with the point generally but:

> I haven't seen any real competitor of YouTube, or Figma, or Google, or Instagram created solely with AI.

Is a ridiculous set of products to expect competitors for. First all but 1 rely heavily on network effects. YouTube is a low cost provider. Think about it, they provide unlimited high quality video storage for free. They process 500 hours of content every minute. Google and Instagram have a huge network all users benefit from. AI can't help you bootstrap this network.

The only one that's fair is Figma, and considering Figma is down 30% from IPO price (much lower from ending day close), it's fair to say there are competitors to Figma, including the LLMs themselves.

That begs the question: what is product? Is "an app for designers to change style and communicate with developers" the product? Or is the product "to make websites look pretty and well organized"? The former, Figma is great. But if the product is the latter, LLMs are a real threat. No one would bother building a "better Figma" today, why would they? They would just solve the problem Figma purports to solve

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jeremyjh 3 hours ago | parent [-]

That list is a pretty high bar but you can make it as low as you like and it’s still crickets.

	▲	bensyverson an hour ago \| parent \| next [-]
		That’s because no one wants to admit that their product is vibe coded… But there are plenty of vibe coded products out there making money from actual users.
	▲	bko 3 hours ago \| parent \| prev [-]
		Read the second half of my response. The next Google won't be a search engine with 10 blue links. Why would anyone create slightly better legacy apps. For instance, Claude is 100% a competitor to Salesforce and there are go to market companies like Clay that manage outreach of a salesforce. Small companies can easily spin out a simple system that can source people to reach out, track follow ups, help w copy and even coordinate email.