Watkins argues that AI-assisted code generation ("vibe coding") has commodified software from a high-value product into user-generated content—abundant, mostly undifferentiated, and flooding app stores without adoption. The claim rests on observing that agentic AI exploded new app submissions to Apple's App Store with zero user traction, suggesting the bottleneck isn't distribution but *discovery*: we now need new platforms (like Meta's Pocket, Lovable, Raycast's Glaze) designed to surface and viralize tiny apps the way TikTok surfaces videos. The practical assertion: existing app stores and launch mechanics don't work for infinite low-effort software; whoever builds the social-first discovery layer for vibe-coded apps becomes the next aggregator, similar to how YouTube captured user video. Watkins hedges on whether this actually solves consumption (admitting he feels irritation seeing others' vibe code, suspects similar skeptics exist) but frames viral mechanics and emotional resonance as the likely unlock. The core system is: abundance → loss of signal → platform emerges to re-concentrate attention and monetize the layer between creators and users. One sharp question: if the main friction is genuinely consumption/desire (why browse strangers' small tools?), does any platform architecture solve that, or does vibe-coded software remain structurally less compelling than video/text/images?