Hard to see it'll help them much. There's so many other aspects to a successful software business vs just ease of build.
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That's the point of why they're doing it. From TFA:
"Private equity investors are turning to AI-generated replicas of software to assess whether acquisition targets have a competitive advantage
[...]
'We are leveraging vibecoding to show what a software company can and can’t do, to understand where it fits in the value chain and to understand whether it is the actual code that is the defensible part of the business or something else,'"
I honestly can't think of how to reply to your comment without repeating what I said.
I honestly can't think of a reason why you bothered say it, given that the quote from TFA addresses it
Customer already pay management consultancies for software - certainly BAH does a bunch of that here in DC (some .gov, some private sector).
> management consultancies for software...
Management/Strategy Consulting is different from Implementation Consulting (eg. BAH building and operating a .gov site).
Sure, and Bain, like BAH, has a software consulting practice. Many of the big consultancies do.
My point is, if you are going to use terminology then use terminology correctly. The signal to noise ratio on HN is already bad enough as it is.
Implementation Consulting is always a separate practice under a seprate set of partners and leadership from Strategy Consulting.
Also, BAH doesn't really do Management Consulting anymore.
What Bain is doing is basically testing whether the valuation of acquisition targets actually makes sense or not, which is different from what you are talking about.