The Information Machine

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

Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-24

Bain & Company is using AI-assisted rapid prototyping (vibecoding) to rebuild rough software copies of M&A acquisition targets, testing whether their products are more defensible than sellers claim.

Open original ↗

Extraction

Topics: vibecodingmergers-and-acquisitionsai-due-diligenceenterprise-aisoftware-valuation

Claims

  • Bain & Company is using vibecoding to quickly generate rough AI-made replicas of acquisition targets' software during M&A due diligence.
  • The replicas are not perfect clones but can reveal whether a product's interface, analytics, automation, or workflow logic is easily reproducible.
  • The technique helps M&A analysts judge whether a seller's software has genuine defensibility or is commoditizable.

Key quotes

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