“In January 2022, 2,000 new subscription apps were launched per month. In January 2026 — 14,700. Over 7x increase in the number of subscription apps in a month. Most of that growth is concentrated in the last six months.”

Vibe-coding caused a 7x supply shock in subscription apps — demand hasn't caught up yet

The cost collapse from vibe-coding tools sent new subscription app launches from 2,000/month to 14,700/month — a 7x supply shock in four years. Eiting predicts a lag before demand responds: attention is a fixed resource, and a flood of new apps means fiercer competition for the same eyeballs in the short term. Long-term he's bullish — more apps should unlock more spending — but the immediate effect is a tighter fight for distribution.