An a16z general partner told the 20VC podcast the vibe-code-everything thesis is flat wrong - software is just 8% to 12% of company costs. He is half right. Vibe coding does gut the connector marketplace, but auth, retries, observability and ownership remain. What replaces Zapier is the substrate that runs generated code.
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Andrej Karpathy coined vibe coding in February 2025 to describe writing software by talking to AI instead of typing code. The 2025 Stack Overflow survey found 84% of developers now use AI coding tools. This shift threatens drag-and-drop connector marketplaces like Zapier, because teams can describe integrations in plain English and get working code in seconds.