I think so too. But because of code quality issues and LLMs not handling the hard edge cases my guess is most of those startups will be unable to scale in any way. Will be interesting to watch.

Not if they don't have access to capital. Lacking that, they won't be building much of anything. And if there a lot of people seeking capital, it gets much harder to secure.

Capital also won't be rewarded to people who don't have privileged/proprietary access to a market or non-public data or methods. Just being a good engineer with Claude Code isn't enough.