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That’s right, the registration is open for the Vibe Your SaaS Startup Pitch Competition and VC/Founder Mixer at Snowflake HQ in Menlo Park, California, on Sep 10, 2026. We just crossed 100 RSVPs.
This event is sure to sell out, so secure your spot now.
Everything you ever wanted to know about the VYS Startup Pitch Series is now available on the new website here.
Coinversa AI: Crypto Research Assistant
Co-founder & CEO: Nassif Chedrawi
Location: Sydney, Australia
Stage: Pre-Seed
Website: coinversa.ai
Social: LinkedIn
💥 The Big Idea:
Coinversa is an AI research layer for crypto investors. Instead of spending hours digging through reports, governance proposals, tokenomics documents, and market data, users can ask questions and receive evidence-based answers.
🧠 How It Works
It combines large language models with curated crypto datasets, academic research, market information, and protocol documentation. Users can ask questions about projects, tokens, risks, and trends in natural language.
🔥 Why We Like It
Crypto generates enormous amounts of information, but very little of it is easy to synthesize. Coinversa focuses on helping users make sense of complexity rather than generating more noise.
The era of token maxxing is over. For the last year, the AI flex has been used more. More prompts. More agents. More generated code. More invisible compute burning quietly behind the product demo. Now the bill is here.
Infinite Code, Zero Attention: The Brutal Math of Modern GTM
In 1987, Nobel laureate Robert Solow famously observed that “You can see the computer age everywhere but in the productivity statistics.”
Today, I believe we’re experiencing a similar AI productivity paradox.
We can now make an infinite number of apps, write an infinite amount of code, and produce an infinite amount of content with AI. The result? The market is infinitely competitive because people don’t have an infinite amount of time to consume all the output.
And there is research to back up my observation.
A recent National Bureau of Economic Research research paper called "Writing Code vs. Shipping Code: Productivity Effects Across Generations of AI Coding Tools" puts hard numbers to this.
Founders, if your core growth strategy is built on the belief that "we will just build features faster with AI agents," you are playing a losing game. Here is why.
The AI explosion of zero-traction apps
To see exactly how dense the competitive noise has become, look at the chart below. The data tracks the monthly volume of iOS app releases relative to actual user engagement. New iOS applications were released between 30,000 and 50,000 per month from 2023 through early 2025. Then, over the course of 2025, coinciding perfectly with the rollout of autonomous coding tools, the supply exploded. By April 2026, new releases reached an astronomical 100,000 apps per month.
What also stands out on this chart?
The number of apps with significant amounts of usage is down.
The number of app reviews is down even more.
This abundance hasn’t created a golden age of incredibly valuable apps that people are eager to use. It has flooded the market with an ocean of mediocre ones, and none of them are gaining meaningful traction.
As the paper's authors, Mert Demirer, Leon Musolff, and Liyuan Yang, point out:
The fact that aggregate usage is flat or declining rules out large increases in consumer surplus from the introduction of new blockbuster apps. It also rules out a “long-tail” surplus channel... The marginal new applications are not, on the whole, reaching end users in meaningful numbers.
The fight for finite attention
Why is this massive supply-side boom resulting in total radio silence from consumers?
It comes down to a fundamental concept called the weak-link hypothesis, which states that a chain is only as strong as its weakest link. If one step in a process breaks down, it doesn't matter how fast or perfect all the other steps are. The whole thing still stalls out.
For decades, the weak link in tech was product development. It was hard, slow, and expensive to write code and ship an app. AI shattered that link. The supply side effortless. My proof? There are now 100,000 apps flooding the app store every month.
Breaking the production barrier didn't magically scale the rest of the chain. Instead, it just pushed the ultimate weak link directly onto the consumer: human attention.
While the number of new apps has doubled, the time and attention users have to discover them remains a completely fixed, unautomatable pool. Because human attention can't scale to keep up with infinite code, the vast majority of these new releases instantly end up in a digital graveyard, completely invisible to end users.
When building a product becomes free, features stop being a differentiator.
The bottom line is that distribution is the only link in the chain that determines if your startup survives.
Adapting to the new distribution reality
When AI commoditizes feature velocity, it completely changes the math on where you should allocate your time, energy, and capital.
The conclusion we can draw from this research is simple. Everyone can now build an app, which means the only thing separating a successful startup from the rest is how you handle distribution.
To navigate this era of infinite software supply, you have to stop thinking like a pure builder and start thinking like a system architect for attention. You need to look at your team and figure out which of these three channels you are actually equipped to execute on:
Leverage Built-In Distribution: If you don't have a massive budget, you need to rely on founder-led growth and community presence. Show up in the subreddits, forums, and networks where your customers actually live, and establish real authority before you expect them to try your software.
Deploy Capital into Strategic Distribution: If you are venture-backed or have capital, stop over-allocating it to bloated engineering roadmaps. Shift those resources into performance channels, outcome-aligned acquisition, and structured media networks that buy you a direct line to your audience.
Commit to Creative Distribution: If you can't buy your way in, you have to out-think the noise. That means ditching boring, corporate marketing and taking a bold, opinionated, and contrarian stance in your category to drive organic word-of-mouth.
Early-stage startups can no longer rely on product velocity alone to save them. The engineering bottleneck is gone, which means the true test of a founder now is the discipline to stop over-building and start building the GTM rails to deliver it.
🎙️ 049 Gregory and Paul Show - The Bots Have Taken Over
This week, Gregory and Paul discuss a milestone many expected, but few thought would happen this soon: bots now generate more internet traffic than humans. They explore what that means for websites, marketing, agents, and the future of online experiences. The conversation then moves into the economics of AI, from Microsoft's decision to move away from Claude Code, whether tech layoffs are really about AI or simply the end of the Zero Interest Rate Era, Google's massive capital raise, Anthropic's IPO filing, the SpaceX IPO, and why the traditional two-week sprint may finally be dead.
I'm a former creative director, 3x head of marketing, and founder of Vibe Your SaaS. After 20 years in Silicon Valley, devising new ways to get people to click on things, I now help early-stage B2B SaaS companies scale their businesses through strategic sales and marketing consulting.
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