Jean-François Nordmann sees vibe coding creating a two-speed Supply Chain planning market
Enterprise APS platforms and lightweight business-built applications may coexist
A divided planning technology market
Jean-François Nordmann argued that Vibe Coding may create a two-speed market. Large organizations may continue investing in AI-enhanced APS platforms, while smaller or less mature teams can build inexpensive applications around processes still managed in Excel.
The development can broaden access to Supply Chain Planning capabilities, but it also increases fragmentation risk when local applications reproduce planning logic without controlled data, ownership or support.
Governance implication
Every lightweight application needs an explicit lifecycle decision: remain local, integrate with APS, ERP or BI, or be retired. Ease of creation does not remove architecture and governance requirements.