Rohan Paul@rohanpaul_ai

2026-06-24 11:55·8天前

AI 摘要

贝恩在测试收购目标时，使用vibecoding（AI快速原型开发）重建目标软件的粗略AI副本。这些副本并非完美克隆，但能暴露产品界面、分析、自动化或工作流逻辑是否容易被复制，帮助评估公司的竞争护盾。贝恩已构建数百个原型，该工具已从专业工程师扩展到普通顾问。案例：销售数据分析工具，AI可快速生成类似仪表盘和推荐。该方法揭示软件价值实际所在（代码、工作流、客户关系、数据等），也让买家预见AI如何重塑产品未来。此举正值生成式AI降低软件开发成本、挑战SaaS商业模式。

FT： Bain is testing takeover targets by using vibecoding to rebuild rough AI-made copies of their software.

These replicas are not perfect clones， but they can expose whether a product's interface， analytics， automation， or workflow logic is easier to reproduce than sellers claim.

The replicas help potential buyers assess how difficult it would be to recreate a software product and whether the company has a defensible competitive advantage.

Say a company is selling an analytics tool that takes sales data， cleans it， finds patterns， creates dashboards， and recommends what a sales manager should do next.

Bain may ask AI coding tools to quickly build a basic version that uploads sales data， generates similar dashboards， adds simple recommendations， and feels somewhat like the target product.

Bain says its teams have built hundreds of prototypes， and the tool has moved from specialist engineers to regular consultants doing AI diligence.

For investors， the Bain method is built to reveal where a software company's value actually sits， from its code and workflows to customer relationships， data， distribution， or other business layers.

Using AI-made prototypes also lets buyers see how a product could develop in the years ahead as AI continues changing enterprise tech.

This strategy comes at a time when generative AI is making software development cheaper and challenging the strength of SAAS business models.

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ft .com/content/e5bac4d1-b1f8-43a4-bd54-b182d5357af0？syn-25a6b1a6=1

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Rohan Paul@rohanpaul_ai · X

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