I have heard this from execs at public companies as well. I think a HUGE part of this appetite is that today no one has yet been subjected to doing business on a bunch of apps cobbled together by vibe coders.

They are just hearing the promise that AI will allow them to build custom software that perfectly melds to their needs in no time at all, and think it sounds great.

I suspect the early adopters who go this route are going to be in for a rude awakening that AI hasn’t actually solved a lot of hard problems in custom software development.