do you guys have data on whether vibe-coding partners have different portfolio compositions than non-vibe-coding partners? supposedly yes sicne meaningfully more agentic AI, meaningfully less consumer subscription. but would love to see the analysis.
do you guys have data on whether vibe-coding partners have different portfolio compositions than non-vibe-coding partners? supposedly yes sicne meaningfully more agentic AI, meaningfully less consumer subscription. but would love to see the analysis.