EncodedInsight

Lately, whenever I open this app and see the latest tricks, and hacks, and notes, and workflows, and spec here and skill there, I can't help but think: All of this will be washed away by the models. Every Markdown file that's precious to you right now will be gone.

I keep hearing that developers write code too early in the whole "getting things done" process but my experience says the exact opposite. The only real way I've found to figure out requirements IS to start writing code and see what I bump into.

I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.

We tried something. It didn’t work. And we took those learnings and decided to reward Articles instead of single posts. Articles have grown 20x since December and they are now the largest blogging product on the internet by traffic. In consumer product development, you sometimes take non-linear paths to discover opportunity.

The biggest issue for me with agents is that they are hard to resist. But then you can build yourself some shit into the codebase that you get to regret in record time. And no, I don't think you can vibe yourself back to sanity with better models.

It does bother me that it costs money to code now

🔮Future: Real-time AI codebase awareness kills version control; you don’t need version control when everything is understood in the present moment. The next accelerated version kills bugs as they occur, before a user sees them.