Clear production vision that you're building the right thing in the right way -- this involves a lot of taste to get right. Good PMs have this. Good enginers have this. Visionary leaders have this....
The execution of using AI to generate the code and other artifacts, is a matter of skill. But without the taste that you're building the right thing, with the right features, in a revolutionary way that will be delightful to use....
I've looked at three non-engineer vibe-coded businesses in the past month, and can tell that without taste, they're building a pretty mediocre product at best. The founders don't see it yet. And like the article says, they're just setting themselves up for mediocrity. I think any really good PM would be able to improve all these apps I looked at almost immediately.