Project

Sidu Ponnappa says that there is no product.

If the project isn’t expensive and isn’t risky, its output can’t be amortised – because anyone can produce the same output for less than your subscription costs. Your customers can build it. Their consultants can build it. Given another year of model improvements, their interns can build it. Nothing to sell because there’s nothing scarce.

The vibe-coding crowd is proving this without realising it. Every weekend project posted on Twitter with “look what I built!” is a demonstration that the output has no product economics. The built-in-a-weekend flex is also the confession – if it took you a weekend, it’ll take your competitor a weekend too. The fact that anyone can build it is precisely why it can’t be productised. They’re not building products. They’re manufacturing disposable inventory and calling it a startup.