It’s a mistake to think vibe coded apps will kill the App Store.

The issue is there will be less demand for apps. I don’t need to pay for a dulingo subscription when Claude can write a 5 minute language quiz for me. I don’t need to pay for Turbo Tax when Claude can prepare my tax documents for me.

Sure, it won’t replace all apps, but people will spend less time in apps and more time interacting with llms which hurts App Store revenue (Apples golden goose)

I would be extremely surprised if declining App Store usage due to LLMs ever effects Apple’s bottom line. Pretty sure the increase in developer licenses could easily offset any loss in profits, and might actually result in more revenue.

And it’s not like Apple is fixed. If this really did become a threat, Apple could surely integrate into Siri some ability to generate apps from your iPhone and put it behind their iCloud subscription.

They’ve had XCode for years, managed their entire UI library basically since conception, and have their own language for their apps. Fine tune DeepSeek for a while on swift iOS apps and I’m sure you could generate apps rivaling frontier models.

I really don’t see any existential threats for Apple here.

It is already happening with me. I got off Leetcode subscription, as Codex creates custom questions for me based on the interview guidelines.