MemCast
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#ai-product-management1#no-code1#vibe-coding1
The flood of AI‑generated apps will create a tsunami of niche products, but only the best will dominate.
  • Naval predicts a massive surge of applications across every conceivable niche, similar to the explosion of videos and podcasts.
  • Most of these apps will be average, but users will gravitate toward the single best solution for each use‑case.
  • This creates “more shots on goal,” leading to more niche winners and a higher overall quality ceiling.
  • The market will split into a few dominant aggregators and a long tail of specialized tools.
  • The dynamic mirrors past internet shifts where Amazon and YouTube consolidated many smaller players.
NavalNaval00:04:02

Supporting quotes

Quote
00:04:02
“What does that mean? Just like now anybody can make a video, anyone can make a podcast, anyone can now make an application. So we should expect to see a tsunami of applications.” — Naval
Predicting volume of AI‑generated apps
Quote
00:04:18
“People want the best thing that does the job. So, first of all, you just have more shots on goal. So, there will be more of the best. There will be a lot more niches getting filled.” — Naval
Explaining market selection

From this concept

Vibe Coding: AI as New Product Management

Naval describes a shift where natural‑language prompts replace traditional coding, turning non‑programmers into product managers. The AI‑driven workflow lets users describe an app, interview it for requirements, and watch a code‑bot build a complete product without writing a line of code. This democratizes creation and creates a flood of niche applications.

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