What Vibe Coding is Turning Into

Before that of the headlines, agents get their own credit cards.

“The AI Daily Brief is a daily podcast and video about the most important news and discussions”

in AI. Oh, right friends, quick announcements before we dive in.

First of all, thank you to today's sponsors, KPMG, Robots and Pencils AI UC and Blitzi,

get an ad-free version of the show, go to patreon.com/aideallybrief, or you can subscribe on Apple Podcasts. If you are interested in sponsoring the show, send us a note at [email protected]. And as I mentioned yesterday, the latest fun new little project from the AI Daily Brief, you can find it agentmadness.ai.

We obviously have got a lot of builders in this community. Many of you have done AI DB New Year. Now some of you are doing claw camp or enterprise claw, and I wanted a place to show off what you've built. That is agentmadness.

We're basically taking the NCAA's March Madness, IE64 teams competing, moving down to the bracket of the championships, and we'll do a human voting on AI agent system.

“So go to agentmadness.ai, share the coolest agent you've built, and next week we will”

build this bracket and get this thing live. Again, that's agentmadness.ai. They grow up so fast, don't they? It seems like just months ago we were watching agents fumble around, not really successfully doing the things that we asked them to.

And now here they are all grown up getting their first credit cards.

Yes indeed, both ramp and stripe are introducing virtual payment cards designed specifically for AI agents. The ramp version allows agents to tap into payment options via API, MCP, and CLI. If those initials don't mean anything to you, co-check out my episode yesterday about Google Workspace CLI, where I go into all of that.

In any case, credit card numbers are not exposed through the New Workflow, which should improve security, and users can also set spend limits and have real-time visibility into transactions. Just in case your open-cloth has expensive tastes. Ahmata Sino tweets.

“My ramp agent has already spent $5,435 on New Geocards.”

No regrets. The stripe version is just getting started with a limited beta available to agent builders. Once again, the virtual cards have programmable spending limits, controls around merchant categories and real-time risk scores to make sure your agent spending is under control. Right product manager Jeff Weinstein explained the logic behind introducing the cards, commenting

that we're about to see a lot more agents doing a lot more for us, and that's often going to involve spending money. Now this is one of those obvious in retrospect kind of things. You're already seeing people experimenting with handing a credit card to their open-cloth, entrepreneurs super mom and friend of the show Jesse Gennett has recently been going ham on

open-cloth experiments, and at the end of February got her open-cloth wired up to using her Amazon account, but overall there is still clearly a need for better ways to both enable and control agent spending. One other interesting little detail about ramp and stripe doing this is that they're opting for normal cards rather than promoting some agent-focused payment protocol like

X402 or AP2. In short, advances in agent capability mean they are more able to use payment rails that were designed for humans than when those protocols were designed six months ago. They also have the huge structural advantage of plugging into existing merchant infrastructure rather than having to bootstrap a new system.

Separately but also from ramp, the company published a new addition of their AI index and economist Eric Heresian is ready to call it. I've seen enough he writes, "Anthropic is the new default for businesses." The new update for March shows that AI adoption is growing quickly for ramp customers across the board, but Anthropics growth is in a league of its own.

Overall, AI adoption is now at 47.6%, meaning almost half of the businesses on ramp now have at least one AI subscription on the books. Andthropic is the only company seeing accelerating growth in adoption, now at 24.4% of ramp customers, compared to 34.4% and falling for OpenAI.

The big signal however that Karazin is paying attention to is Anthropics share of the first

time AI spending. Compared head-to-head against OpenAI, Anthropic is now winning 70% of first-time business. The two companies were neck and neck at the beginning of the year. Rights Karazin, it's a complete reversal of the trend we observed in 2025, when OpenAI adoption accelerated faster than any other model company.

Now keep in mind this is of course just one source of data from one provider, and there are even limits to this methodology. As Adam from OpenAI points out, this might not be fully inclusive of enterprise customers who purchase via purchase order, but certainly this is part of an overall trend line that we have seen numerous examples of.

Speaking of OpenAI, the company is planning a bit of a shift around Sora, planning to integrate the model into chatGBT. The launch of the standalone Sora app in September did garner a lot of downloads, shooting in fact to the top of the app store charts. Perception, however, was that usage quickly waned, and last fall, Sam Alvin told staff that

only a small percentage of Sora users were sharing their videos publicly, making it not all that effective as a social network. Now one little bit of a narrative violation, given that many people had written off Sora,

3 million daily active users and was continuously growing.

“And yet still the information reports that by bringing Sora back into chatGBT, its signals”

a strategic shift, refocusing on chatGBT as the core OpenAI experience. The information points out that OpenAI has put more resources into chatGBT recently in hopes of hitting 1 billion weekly active users. OpenAI's leadership is also cognizant of increased competition from Google's Gemini, which now does offer video generation as part of the core app experience.

Over in Elon Land, the unification of the Musk Empire continues as Tesla plans a joint AI initiative with XAI. Musk announced on Wednesday that his companies will work together on a project called MacRohard or Digital Optimus. He said the project was part of Tesla's recent deal to invest in XAI.

In a post on X-Heroat, Grok is the master conductor and navigator with deep understanding of the world to direct digital optimists, which is processing and actioning the past five seconds of real-time computer screen video and keyboard mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software.

“You can think of it as Digital Optimus AI being system 1, instinctive part of the mind,”

and Grok being system 2, thinking part of the mind. Musk noted the system will run on Tesla's low cost AI for silicon, rather than requiring expensive Nvidia hardware. So, stripping out the sales pitch, it sounds like this will be XAI's computer use play. Perhaps joining the rest of the industry in the open qualification of everything.

However, Elon, of course, positioned it as a more grandiose vision adding, it will be the only real-time smart AI system. In principle, it is capable of emulating the function of entire companies. This is why the program is called macro-hard, a funny reference to Microsoft. No other company can yet do this.

According to Business Insider, the macro-hard project has run into multiple roadblocks at XAI's since it was first mentioned in August, sources said that two project leads left the company last month in quick succession after Musk expressed his appointment in a lack of progress. They also noted that a massive data annotation project attached to macro-hard was paused last month to allow for architectural changes to the underlying model.

So, despite some negative behind-the-scenes reporting, we'll see if the axiom holds that you

should never bet against Elon Musk.

Lots of chatter about Ben Affleck's big payday. Netflix could pay up to $600 million for his AI startup-interpositive, which would make it the largest AI media acquisition to date. Now, last week's news, the Ben Affleck had sold his AI startup called Interpositive, was already a big story in Hollywood.

It came as a shock to many that Affleck was secretly working on AI for filmmakers, given his comments on AI where he basically thought that it couldn't create genuine works of cinematic art. But, of course, there is both more nuance to what Affleck has always said, and more nuance to what Interpositive does. Affleck was never a throw the baby out with the bathwater kind of AI critic.

And, in fact, in all of the comments that I've seen of his, it was less about what AI couldn't do, and more about what humans were uniquely capable of. Interpositive's work is similarly nuanced. The company is working on custom-trained model for individual productions. The technology reportedly was designed to allow filmmakers to quickly edit shots

by automatically adjusting lighting, reframing the camera and replacing backgrounds. It was not however designed to generate entirely new scenes, keeping creative control firmly in the hands of the human filmmaker. Essentially, it's an AI that is fully embraced as a cost-cutting tool for post-production, rather than as a replacement for human filmmaking.

Bloomberg reports that the technology is already being used by David Fincher for an upcoming film with Brad Pitt. Now, it was already an interesting acquisition, but the Skyhigh price tag puts the deal in a very different context. This would now be among the largest deals that Netflix has ever done. Affleck is also joining Netflix as an advisor, as part of the deal, so my guess is that this is not the last we've heard of this.

As I've said before on this show, I actually think that the entertainment industry has a unique opportunity to carve a path, showing that AI doesn't have to be a choice of humans on the one side or robots on the other. Call me naïve, but I'm going to choose to be optimistic that this type of deal can be part of a future where we get more amazing entertainment content enabled by AI that isn't just cost-cutting slop. Lastly, today, a massive jump in revenue for lovable. The company has added

a staggering 100 million in annualized revenue in a single month. Lovable told business insider that

ARR jumped by a third in February, rising from 300 million to 400 million. Coupled with cursor

doubling ARR to 2 billion over the past three months, it's clear that we are very much in a rising tide-lifts-all boat's kind of moment. Indeed lovable's chief revenue officer Ryan Meadows said it's a rising tide. We've been super happy with what we're seeing. Lovable also launched their debut brand campaign this week, which features a normal woman going through a day with a song rattling around in her brain. She eventually arrives home, fires up lovable, and prompts it to build an app

“for the songs in my head. At no point in the ad anywhere, does it mention AI or vibe coding?”

It is instead a story of the way that these new tools collapse the space between idea and something real. Now speaking of vibe coding, that is going to be the topic of our main episode so that is where we will close the headlines. Egentic AI is powering a $3 trillion productivity revolution,

or borrow by partnering to scale faster? KPMJ's latest thought leadership paper, Egentic AI on Tangled, navigating the build by or borrow decision, does a great job cutting through the noise or the practical framework to help you choose based on value, risk and readiness, and how to scale agents with the right trust, governance, and orchestration foundation. Don't lock in the wrong model. You can download the paper right now at www.kpmg.us/nevigate,

again that's www.kpmg.us/nevigate. Quick update on something I've been following.

AI UC1 is the first real standard for AI agents, developed with Fortune 500 security leaders

to basically define what safe enterprise-ready AI agents should look like. A little while back I mentioned that 11 labs became certified against AI UC1. This week, two more big players joined, Finn from Intercom and UI Path. With that certification means in practice is a real-time guardrail that block unsafe responses, protection against manipulation, and a full safety

“stack designed for enterprise environments. And that's why this matters. You've now got leaders”

across three major AI agent categories, enterprise automation, customer support, and voice, all certifying against the same standard. That starts to look less like a one-off and more like the beginning of a real industry trend. To learn more about the world's first AI agent standard, go to aiUC-1.com, that's aiUC-1.com. Most companies don't struggle with ideas. They struggle with turning them into real AI systems that deliver value. Robots and pencils is a company built to

close that gap. They design and deliver intelligent, cloud-native systems powered by generative and agentic AI, with focus, speed, and clear outcomes. Robots and pencils works in small, high-impact pods. Engineers, strategists, designers, and applied AI specialists working together to move from my data production without unnecessary friction. Powered by RoboWorks, their agentic acceleration platform, teams deliver meaningful results including initial launches

in as little as 45 days depending on scope. If your organization is ready to move faster, reduce complexity, and turn AI ambition into real results, Robots and pencils is built for that moment.

“Start the conversation at robotsandpensils.com/aidlibreath. That's robotsandpensils.com/aidlibreath.”

Robots and pencils, impact at velocity. Want to accelerate enterprise software development velocity by 5x? You need blitzie, the only autonomous software development platform built for enterprise code bases. Your engineers to find the project, a new feature, refactor, or greenfield build.

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accelerating engineering velocity by 5x. Experience Blitzie first hand at blitzie.com. That's blytisy.com. Welcome back to the AI Daily Brief. Yesterday we got a set of interesting product announcements that are both worthy of coverage

“on their own terms, but also I think reflective of some bigger shifts that we are experiencing”

in this very fast moving field of vibe coding in AI and agentic building. We've recently just had the one-year anniversary of the term vibe coding, so it makes sense that it is completely and entirely changed in just the last 13 months. The first announcement was Proplexities Computer for Enterprise. This is actually an update on a product that they had announced at the end of February called Proplexity Computer.

Proplexity Computer is effectively an attempt to build an AI everything machine. They believe that we are moving beyond the paradigm of chat interfaces, or even agentic task interactions, to complex systems that, in their words, create an executed entire workflows and our capable of running for hours or even months. Like other advanced agentic systems, the human interacting with Proplexity

Computer doesn't tell the system what to do. Instead, it describes a goal or an outcome, and allows Proplexity Computer to figure out how to do it. It does so by making a plan that breaks what it needs to do into tasks and sub-tasks, from which it can then spin up agents and sub-agents for execution against those tasks. Sub-agents can do anything from research, to document generation,

to data processing, to importantly interacting with connected services. When it runs into a problem, the promise is that it can just figure it out. Now, when Proplexity announced this, they tried to argue that it was a natural evolution for the product,

and certainly to the extent that they had always been a very experimental company that might be true.

However, it certainly felt to me and to many, like it was Proplexity being willing to change and evolve and try to skate to where the puck is headed. And, as compared to tools from the model labs, one of Proplexity's big pitches is its inherent multi-modelness. The fact that it can interact with opus, nanobanana, Gemini, Grock, and Chachi BT all at once.

So, that came at the end of February, and then on Wednesday of this week, we got computer for enterprise. It is pretty much exactly what it sounds like. A platform that can run multi-step workflows across all sorts of different use cases like

labs, and connecting to a wide array of the core applications that run the enterprise.

“Proplexity promising that enterprise has 400 plus applications already integrated.”

One of the big featured integrations was with Slack. So, now enterprise users can interact with Proplexity computer from directly inside of their Slack workspace. Now, interestingly, in an accompanying venture-beat article, the Proplexity team actually revealed that computer was initially developed as an internal tool and was initially launched as a Slack bot.

Four Proplexity's own employees, before they ever considered launching it more broadly. Said Dimitri Chévalenko, Proplexity's had a business, with no hyperbole the introduction of computer inside Proplexity was the single biggest productivity unlock in our entire history as a company. There's no other feature we've ever built that has changed how much we work as this one. Now, this week alone, we've talked about the expanded capabilities of Gemini and Google Workspace,

as well as Microsoft going deeper with Anthropic to launch a version of Cloud Co-Work called Co-Pilot Co-Work for M365, and these are the types of productivity suites that Proplexity is now up against. One little subnote from a business model perspective is that Proplexity is charging enterprises on a usage-based model rather than a seat-based model. In administrators can control spending at the per-employee per team or per company level, but the rationale from the Proplexity team

is that the underlying cost structure is so different depending on what type of task you're doing. Generating a video, for example, is going to cost a lot less than generating a text memo. So in that context of variable workloads, where one type of user in the enterprise might look very different from another type of user in the enterprise, the usage-based model starts to make

“more sense. And that wasn't the only thing Proplexity announced. Proplexity also announced”

personal computer. In the announcement tweet they write, "Personal computer is an always on

local merge with Proplexity computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini. Personal computer runs in a secure environment and is controllable from any device anywhere. You can run personal computer on a Mac desktop computer connected to your local apps and Proplexity secure servers." In other words, you guessed it, as Matthew Burman put it, "They're building open

claw." The integration of the Mac mini even really puts a fine point on the clarity of what they're trying to do here. Now this is of course something that we've talked about extensively on this show, the open clawification of everything. By which we really mean, companies racing to launch highly performant agents that have access to your actual files and systems and can control those systems. Unsurprisingly, given that one of the major concerns around open claw is security issues,

there are a lot of attempts to pitch these alternatives as the more secure version. But from there,

“we flip over to Reddit, who just announced Agent Four. A couple of weeks ago,”

why commentator founder Paul Graham tweeted that replica founder Amjad Masad has showed him something that he thought represented a real paradigm shift. Graham confirmed that Agent Four is that, adding it generalizes the idea of vibe coding beyond what people usually think of as coding. So what is Agent Four? Effectively, you can kind of think about it as a complete collaborative surface for individuals, teams, and agents to work together on building a wide variety of things.

In some ways, it takes the core spark or genesis of vibe coding, i.e. explain what you want to build in plain English, and have the tool coded up for you, and just expands it to all of the different types of things that you could explain in plain English that you want built. In addition to expanding the set of things you can build, however, it also is changing the form factor of how they get built.

First of all, the canvas through which you interact has been updated. Specifically, instead of

it being one artifact field where you see what's produced, and one chat bar on the side, you can interact a little bit more directly with that artifact field, both through design tools of the type that you might see in Photoshop, as well as by new types of annotation tools, and the ability to precisely edit a natural language, but on some specific part of what's been generated rather than the whole thing at the same time. Another change is that you don't have to

do just one thing at a time. You can, in fact, add and layer on a whole bunch of different things that it's working on at the same time, and rather than queuing them to be done in sequential order, it can do them all at the same time. So imagine that you want to update the fonts, build a new feature, and change the copy, whereas before vibe coding tools would have forced you to pick and sequence those things, now you can just do them all at once. With Agent 4,

you can also have multiple people working on the same file at once, which, of course, has awesome as the superpowers for solopreneurs have been with these tools. A significant portion of the work out there still happens inside of teams. The sum total is a vastly expanded creative canvas, that's not only building websites and web applications, but effectively anything digital that you might want from sites to slides and beyond. As they are want to do, late in space did a great job

of summing up the significance. They write, "This replant is unrecognizable from the coding with some AI-tacked-on platform that replant was just two years ago, with a bunch of now veritably antiquated conventional wisdoms of the time." Now that software engineering is approximately solved, where does the coding platform go? Well, for replant, it means going up the stack to be a fully integrated productivity suite, with a canvas, apps, sites, slides, videos, and others.

2026. Now that coding agents have solved coding, it is the same coding agent builders that are expanding their scope to more and more knowledge work tasks. So let's take a step back now and try

“to capture some of the themes here, and why these things combine, represent, I think, where vibe”

coding is heading. One theme is blended user experiences, where it's no longer chat or traditional input methods, its extensible canvases that have all of those things all at once. This is both an enabler and a byproduct of that expansion of coding infiltrating other knowledge work outputs.

Basically, as you move not only towards new complexity, but just a bigger variety of types of work

that the coding agent can complete, you need different types of controls surrounding it. Another theme captured by complexity computer, particularly the personal version, is the idea of persistent context. One of the reasons that we are in the open qualification of everything is that

“people are discovering that giving agents persistent access to your systems is a good way to solve”

some of the memory problems that have held back what agents can do. Another theme, of course, is multi-agent systems. Replet 4 and complexity computer aren't unagent. They are an entire team of agents that get spun up in a purpose-built way to solve whatever it is the challenge or achieve whatever it is the goal that the prompter has put to them. Another theme is multiplayer mode, between computer for enterprise integrated into Slack and Replet Agent 4's multiplayer canvas

we're moving away from siloed agent use into integrated team interactive agent use. One small theme, which is admittedly less important than the other ones, is the fact that the Mac mini all on its own has given Apple an entire AI strategy which I just think is hilarious, especially as this now gets embraced not only by the open clause but by the open claw competitors. Going a little more meta, the way that we think about pivoting and changing what a company does

“is I think itself going to change pretty dramatically. It used to be in startup land,”

that pivots were what you did on your way to product market fit. You tried one idea and if it didn't work you pivoted into something else. Increasingly it seems that running a successful company and having the nimbleness to pivot and evolve are going to be one in the same. And while one might

argue that companies have always had to evolve to changing times, the speed at which things

are changing is dramatically different now. Proplexity is a company that people had counted out about two months ago and now people are super excited again and guess what? It's not because they made an incrementally better search product. It's because they were comfortable saying it doesn't really matter ultimately what we built before. This is what we need to be building now. Now alongside all of this, there still remains so much that is unknown. One other way to look at

Proplexity, computer, and replet agent for is that we simply don't know yet what the right form factors and full set of form factors for agent to interaction and agent to orchestration are going to look like. In a different context Andre Carpathy was talking about this this week as well. He tweeted "Expectation, the age of the IDE, i.e. integrated development environment like cursor, is over. Reality, we're going to need a bigger IDE. It just looks very different because humans

now move upwards in program at a higher level. The basic unit of interest is not one file but one agent. It's still programming. Now he goes way deeper than that in that conversation, but the point for us is that as much as Proplexity, computer, and replet agent for are giving us glimpses of the future. Glimpses is all they are and we have a lot more to discover. For now, if nothing else it's too very cool new products for you to get your hands on and try to build more interesting

things with, and that is going to do it for today's AI Daily Brief. I appreciate you listening

or watching as always and until next time, peace!