I see a disconnect between these two camps that will probably cause a lot of chaos in the near future. Those that figure it out will thrive.
While Company A is building their product in perfect hand-coded Rust with zero defects, Company B is on their third iteration of vibe'd "slop" and getting actual customer feedback - which helps them iterate further.
It's mostly a matter whether Company B is smart enough to refactor the code to a stabler and more maintainable form or do they run headlong into a vibeslop wall.