I’m still trying to figure out the implications of this AI path we’re on…
I think even the people who warn others to adapt now and even the organizations that recognize the shift are still drastically underestimating what’s coming.
If your entire business model can be vibed in a matter of hours, you no longer have a technical mote.
If distribution is your moat, AI will eventually break that down too because expectations will shift. Personal software will be too easy to make.
So what’s left? A legislative moat? What else?
Much of what exists today are just tools to enable creation of tools to enable the sales of tools to do work to sell the end product (some physical thing). What happens when that entire chain is broken and the end consumer simply does all of those things for themselves?
We know SaaS is already on a massive decline and we can assume it’ll continue.
Power and profit will concentrate in infrastructure until the infrastructure itself is deconstructed into a prompt.
I don’t have any answers. Just more questions.
I think even the people who warn others to adapt now and even the organizations that recognize the shift are still drastically underestimating what’s coming.
If your entire business model can be vibed in a matter of hours, you no longer have a technical mote.
If distribution is your moat, AI will eventually break that down too because expectations will shift. Personal software will be too easy to make.
So what’s left? A legislative moat? What else?
Much of what exists today are just tools to enable creation of tools to enable the sales of tools to do work to sell the end product (some physical thing). What happens when that entire chain is broken and the end consumer simply does all of those things for themselves?
We know SaaS is already on a massive decline and we can assume it’ll continue.
Power and profit will concentrate in infrastructure until the infrastructure itself is deconstructed into a prompt.
I don’t have any answers. Just more questions.
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