Apple added AI coding agents from Anthropic and OpenAI to Xcode 26.3 two weeks ago. Today it's blocking the two biggest independent vibe coding apps from updating in the App Store. Replit just raised $400 million at a $9 billion valuation. It generated $240 million in revenue last year and is targeting $1 billion in ARR by December. Since January, when Apple froze its updates, Replit dropped from first to third in the developer tools download chart. Two months of blocked updates did what no competitor could. The stated reason: "longstanding App Store rules" against apps running code that changes their own functionality. The actual targets: embedded web views that preview generated apps, and the ability to create software for Apple devices. Think about what Apple is asking. Replit has to open its generated apps in Safari instead of inside its own app. That kills the seamless build-test loop that makes the product work. Vibecode has to remove the ability to generate iOS apps entirely. Apple's message to Vibecode is that you can exist in the App Store as long as you don't make things for the App Store. Apple's Services division did $108 billion last year. The App Store contributes an estimated $40 billion of that. Every app built through Replit or Vibecode that ships as a web app instead of a native iOS app is revenue Apple never touches. The 30% commission on a $0 App Store listing is $0. Vibe coding tools let a marketer or a small business owner describe an app in English and have it running in minutes. That capability routes around the App Store entirely. Apple saw 50 million Replit users building apps that don't need App Store approval, don't pay the 30% cut, and don't require Xcode. So Apple put vibe coding in Xcode and froze it everywhere else. The policy isn't about code execution rules from 2009. The policy is about who gets to be the on-ramp.