While I agree that many in the industry want the cheapest and the fastest to build regardless of quality, my question is about the demand side.
Who wants these apps? What is is that they do that someone is willing to pay for? How does that address the cost of the other inputs that make apps worth enough money or other rewards that someone wants to maintain them?
We are 18 years out from the launch of iPhone App store, and even though humans are far slower than AI in building apps, after nearly two decades I don't think there are massive parts of human activity that are un-apped. In pharmaceutical development, the dearth of "undrugged diseases" has led pharma companies to focus on rare and orphan diseases - bringing VERY high cost drugs to market to serve small numbers of people.
Where are the "orphan applications" that these apps are there to serve?
Vibecoding a delivery app stack will not make DoorDash obsolete - somebody still has to recruit drivers and food sellers and offer something to each of those parties that makes them want to drop DoorDash. DoorDash may be able to automate away some labor (though I suspect it will be less than they think).
In the enterprise, the theoretical "un-automated work" seems to be in two main buckets:
1- making presentations, dashboards, documents automatically, and
2 - building software automatically
Both of these clearly have some value, but I think the AI boffins and investors are wildly overlooking all of the human stuff that goes along with those tasks.
Also, it's obvious that AI makes that kind of stuff a commodity, meaning that its value goes down as its volume increases. So yeah, AI can make a lot of slop, but it's not obvious how that makes there be more valuable stuff.