I don't think the term applies to the latter. By definition if you're "vibe coding" you don't care about the output, just that it "works".
I think AI is useful for research and digging through documentation. Also useful for generating small chunks of code at a time, documentation, or repetitive tasks witb highly structured inputs and outputs. Anything beyond that, in my opinion, is a waste of time. Especially these crazy ass agent workflows where you write ten pages of spec and hope the thing doesn't go off the rails.
Doesn't matter how nice a house you build if you build it on top of sand.