Vibe Coding: AI’s “Big Bang” Moment
Posted on February 9, 2026
Among the biggest threat to tech stocks right now is Vibe Coding—the ability for non-technical people to build custom, enterprise-grade software using nothing but AI.
Investors had viewed AI as a mere “feature” that would boost existing software. But in early February 2026, the artificial intelligence company, Anthropic, shattered that illusion with the release of Claude 4.6 and its “Agent Teams.” These tools shifted Claude from a chatbot into an autonomous worker.
A $285 Billion Wake-Up Call
Suddenly, the market realized that Claude doesn’t just draft emails; it automates entire professional workflows. Small, lean startups are now using these agents to build complex software from scratch in days, potentially making traditional “SaaS” (Software as a Service) obsolete. The reaction was a “SaaSpocalypse.” A massive selloff in legacy software stocks wiped out over $285 billion in market cap in just a few days.
Rise of a New Giant
Most people had never heard of Anthropic until this past week. Now, as a private company valued at $350 billion, it commands a market value equal to giants like Palantir, Netflix, and Chevron. Anthropic’s growth is staggering:
- Results: Revenue grew nearly 800% year-over-year to an estimated $9 billion.
- Outlook: On a projected path to $26 billion revenue by 2027.
- Public debut: The company is expected to go public in late 2026.
Historical Precedents
History is full of these “Big Bang” disruptions. The closest equivalent is the 1913 transition from horses to cars. In 1900, New York was 100% horse-drawn; by 1913, it was almost entirely motorized. That 13-year window wiped out stables and blacksmiths while creating gas stations and suburbs. AI is doing to white-collar knowledge work in 3 years what the car did to transport in 13.
Most disruptions replaced muscle (The Industrial Revolution) or distance (The Internet). AI replaces intelligence. Between 2024 and 2025, the cost of “complex reasoning” dropped by over 250x. No other commodity in history—not oil, not electricity—has seen its price drop that fast while its quality increased.
When AOL mailed out free trial CDs, the internet was a novelty. When the first cell phones appeared, we couldn’t imagine that every twelve-year-old would own one. Fasten your seatbelts (in your self-driving car)—technology is about to change everything in life, once again.
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Deborah Izzi, CFA
Senior Vice President, Senior Portfolio Manager
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