There is probably going to be a quarter or two of profits when the prices dramatically increase. Vibe coding techbros are hooked on the Iron Lung and may not want to get off.
At my work are multiple developers bragging about overnight AI usage to solve problems hands off. Yes they are wasting money and resources but the fad is here. People be vibe coding for now.
In like 6 months when all the costs need to be paid and the prices go up, we will see if these companies stay profitable. But I'm of the opinion that the vibe coding tech bros are more than enough to sustain a short or even medium term profit for these companies. Just on fad-energy alone (see OpenClaw)
The fad probably collapses soon after. I hope anyway, the waste I see is nauseating.
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I dunno where this is all going. But I do have faith in human ingenuity still. Things are changing, possibly for the worse, but we need to make the best of it.
The worst of behaviors is wasteful and blatant fraud. There's something useful here though.