Recently I’ve been thinking a lot about the tradeoff of “vibe-coding” or even more typical AI-assisted coding and the implications for Technical Due Diligence.

What will be the impacts of AI-assisted coding on TDD? IP concerns aside, how do you articulate the architecture, design choices, etc.?

So do we think Manus is going to cause widespread panic like DeepSeek?

I didn’t think DeepSeek-R1 was too surprising (maybe I was naive to think it was inevitable for a novel training approach to come along?) and then roughly a week later the world exploded