Felicis Partner: AI Companies Can't Rely on 'Vibecode', Must Solve Last Mile

pxd · x · 2026-08-19

A partner at Felicis argues that real-world problems cannot be solved by 'vibecoding' alone. AI technology lacks impact without the services built around it. Citing their portfolio company Adaptive, a home health delivery platform, he emphasizes that companies must obsess over the 'last mile' of delivery rather than relying solely on their tech.

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